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Tag "401k"

5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers

    5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers

The traditional lifestyle arc, along with the traditional career arc, may push millennials away from Roth style savings later in life.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

State-run wrongs, advice vs. sales, and the consequences of fee compression.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17

Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.

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A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

    A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

After you’ve done your preliminary analysis and are ready to pull the switch to convert, there’s one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.

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401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

    401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

According to the Investment Company Institute, only 1.9% of all Roth IRAs are rollovers. Why aren’t more opting to rollover into Roths?

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7 “It Depends” Reasons to Avoid Converting to a Roth

    7 “It Depends” Reasons to Avoid Converting to a Roth

There’s more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, we’ve provided you a list to quickly scan.

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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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