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Tag "Goal-Oriented Target"

Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

    Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

The GOT system offers a viable and practical alternative to relying on outdated MPT tools.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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QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

    QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

Do 401k plan sponsors know the fiduciary minefield they’re stepping into when they select a QDIA?

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Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

    Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.

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Exclusive Interview: Christopher Carosa Explains 2 Ways Hey! What’s My Number? Can Increase the Odds Retirement Savers Will Retire in Comfort

Answers to the questions you’ve all been asking these past six years.

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5 Things to Do to Improve a Retirement Investor’s Goal-Oriented Target

The best strategy is to live in moderation – both today and when you retire.

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How a Fiduciary Can Assess a Retirement Investor’s GOT

Now that you’ve determined your Goal-Oriented Target, discover what it means.

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How Does Goal-Oriented Targeting Work?

Who wants to be a millionaire? It’s easier than you think – especially if you’re in your twenties.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/13/14

Government butting in, Fonz as Fiduciary and the clash of the investing theory titans.

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Has the 401k Fiduciary Unknowingly Put Employees in Peril?

If 401k plan sponsors have failed to update both their plan menu options and their education program to this new paradigm, they may have unknowingly placed their employees in peril.

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Why Every 401k Fiduciary Should Redefine Risk as What Happens When You Miss Your Goal

Volatility simply can’t be used to measure risk because it contains components both of risk and reward. Here’s a better way to measure true investor peril.

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