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Tag "IRA"

Exclusive Interview (Part II): Phil Chiricotti says Lobbying to Replace 401k is “Lunacy”

“[S]kewed articles with sensational headlines have become the norm… 401k plans are the most successful savings vehicle in history.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/15/14

New tide of fiduciary enforcement? New court action against hidden fees? Playing with investment fire?

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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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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/8/14

Why don’t retirement policy makers get it? The advent of “Fiduciary 2.0”? and Why all the sudden questions about investment orthodoxy?

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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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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/1/14

Form 5500 facts, fiduciary friends fight foes and Investment foibles.

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Why a 401k Fiduciary Must Convince Retirement Investors to Avoid Thinking in Lump Sum Terms

What if the choice between what’s behind the curtain and what’s in the box led to exactly the same outcome?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/25/14

It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.

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Exclusive Interview: Harold Evensky says Robo-Advisors “Roadmap to a Rocky Future”

The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/18/14

Pity the poor public pensions, what if we already have a fiduciary standard and the investor herd mentality.

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