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Due Diligence

Should a Fiduciary Use Historic Returns or Economic Forecasts when Making Retirement Return Projections?

    Should a Fiduciary Use Historic Returns or Economic Forecasts when Making Retirement Return Projections?

Between using past performance to suggest future results and using forecasts to try to time the market, which is the lesser evil?

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QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

    QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

Do 401k plan sponsors know the fiduciary minefield they’re stepping into when they select a QDIA?

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7 Rollover Tips for Those with Money Still in Former Employer 401k Plans

    7 Rollover Tips for Those with Money Still in Former Employer 401k Plans

Should you stay or should you go? The answer is so obvious you don’t have to ask your hairdresser to know for sure.

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Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

    Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.

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Is myRA myRedundant?

    Is myRA myRedundant?

What is motivating the government to offer a product when there are already better free market alternatives available?

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Are Plain-Vanilla 401k Investment Options a Fiduciary Imperative?

    Are Plain-Vanilla 401k Investment Options a Fiduciary Imperative?

Alts may be the all the rage, but are they really worth it?

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A Growing Fiduciary Concern: Have “State-of-the-Art” Investment Menus Backfired?

    A Growing Fiduciary Concern: Have “State-of-the-Art” Investment Menus Backfired?

Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.

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Square Peg QLACs Can’t Seem to Fit in 401k Fiduciary Round Hole

    Square Peg QLACs Can’t Seem to Fit in 401k Fiduciary Round Hole

The numbers suggest the QLAC product isn’t quite ready for prime time.

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10 Unexpected Changes Tibble Really Brings to 401k Fiduciary Providers and Plan Sponsors

How many of these did you foresee coming?

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The Big 401k Fiduciary Question: Target Date or Target Risk?

Maybe marketing isn’t all that it’s cracked up to be – at least when it comes to the best interests of retirement savers.

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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.