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You may not remember this, but several months ago the SEC penalized three AIG affiliates $7.5 million for charging $2 million in extra 12b-1 fees as a result of directing
Between using past performance to suggest future results and using forecasts to try to time the market, which is the lesser evil?
Do 401k plan sponsors know the fiduciary minefield they’re stepping into when they select a QDIA?
Should you stay or should you go? The answer is so obvious you don’t have to ask your hairdresser to know for sure.
The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.
What is motivating the government to offer a product when there are already better free market alternatives available?
The numbers suggest the QLAC product isn’t quite ready for prime time.