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Tag "Asset Allocation"

Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

    Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

The GOT system offers a viable and practical alternative to relying on outdated MPT tools.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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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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The Folly of Risk and the 401k Fiduciary

    The Folly of Risk and the 401k Fiduciary

Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.

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The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There

    The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There

Quite the opposite from being “over the hill,” those in their forties may find they’re still slogging up hill in terms of saving for retirement.

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401k Plan Sponsors Need to Know the Good, the Bad, and Why TDFs are So Popular

    401k Plan Sponsors Need to Know the Good, the Bad, and Why TDFs are So Popular

With the pain of the Target Date Fund 2008/09 market crash debacle still lingering in the mind, to best assess the potential fiduciary liability inherent in TDFs – no matter what safes harbors were promised by the PPA – it’s critical that 401k plan sponsors understand what’s good about them, what’s bad about them, and just why they’re so popular.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16

Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16

Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/16

DC dissing retirement savers, can annuities survive Fiduciary Rule, and fee scrutiny changing 401k world,

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/16

Real retirement plan solutions, a fiduciary user’s manual, and sage investment advice returns.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/16

Misplaced credit, Fiduciary Rule submitted, and more fee suits.

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