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Tag "fiduciary"

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Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

    Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

The GOT system offers a viable and practical alternative to relying on outdated MPT tools.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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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 6/16/17

    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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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/21/17

The Changing Retirement Landscape, Cheap Fiduciary Talk, and See, We Told You So!

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The Top Seven Questions Retirement Savers Fail to Ask But Should

    The Top Seven Questions Retirement Savers Fail to Ask But Should

It’s often difficult for those not immersed in the everyday concerns of retirement saving to know what to ask (let alone how to interpret the answers). It’s up to plan sponsors and the service providers they employ to guide plan participants along the proper route.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/17

Evolving Retirement Savings vehicles, Beware the Fiduciary Paper Tiger, and The Magician’s (Fee) Secret.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/17/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/17/17

State-run backlash, fiduciaries on a pinhead, and still misunderstanding fees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/17

More on state-run retirement, Fiduciary Rules Final Breath, and, who know, its was never about preventing conflict-of-interest fees at all.

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