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When is it OK (and not OK) to mix TDFs with other funds?

    When is it OK (and not OK) to mix TDFs with other funds?

Investing through mutual funds, including TDFs, is like using mass transportation. It’s not ideal but for many it’s the only realistic choice.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/8/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/8/16

Fiduciary 24/7; Hidden Fees; and the Bleeding Begins…

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7 Basic Investment Concepts Every 401k Participant Must Understand

While savings is the critical issue, there are those few employees who have these time and resources to study investing. This is for them.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/22/12

More fallout on DOL’s limit on 401k menu options, the further decline of public pension plans, the hidden fiduciary trap of shareholder activism and more surprises about 401k investing.

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How Plan Sponsors Can Help 401k Investors Avoid Overdiversification

Two easy actions to take right now to give 401k investors a better chance to achieve their retirement goals.

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Overdiversification and the 401k Investor – Too Many Stocks Spoil the Portfolio

Some practical advice to 401k investors that relies on real world results rather than just on academic studies.

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A Trip Down Memory Lane – Revisiting Portfolio Optimization

It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.

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How Many Investment Options Should 401k Plan Sponsors Offer?

A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?

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5 Important Duties of Every ERISA Fiduciary

An employee places much trust in an Employee Retirement Income Security Act (ERISA) fiduciary. Because they have the responsibility to act on behalf of retirement plan beneficiaries, plan fiduciaries are held to certain standards of conduct by the United States Department of Labor.

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