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Tag "401k"

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/4/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/4/17

401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.

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Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

    Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that aren’t in their best interest. That statement alone should trigger concerns from the mindful fiduciary.

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A Better Way to Set Retirement Goals

    A Better Way to Set Retirement Goals

So one wants his epitaph to read “Here lies John Doe. He beat the S&P 500.” There needs to be an easy-to-understand and easy-to-implement system that properly reflects both your goals and the consequences of failing to meet those goals. Retirement savers want and need a system that represents a better way to set and meet retirement goals.

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Exclusive Interview: Dale Neibert Explains 21st Century 401k Plan Design

    Exclusive Interview: Dale Neibert Explains 21st Century 401k Plan Design

If you want to understand how sophisticated plan sponsors think, you need to talk to sophisticated plan sponsors. For many years, Dale Neibert served as part of a two-man operation that headed one of the nation’s most sophisticated 401k plans. He explains how this plan sponsor incorporated advance behavioral finance techniques, and how it avoided some of today’s most dangerous fads.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17

The real retirement crisis, dumbing down fiduciary, and solving wrong problems.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/7/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/7/17

Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17

The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.

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The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

    The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

It’s understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17

HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.

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What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?

    What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?

Just because the new Rule won’t be enforced until January doesn’t mean retirement savers can’t take advantage of it. This does, however, require individuals become self-reliance and look out for their own good. But how is that any different for all other consumer decisions?

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