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Tag "Jonathan Leidy"

What is the Ideal Deferral Rate a 401k Fiduciary Should Ask Employees to Work Towards?

To dream the impossible dream requires, first, that you dream.

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401k Fee Disclosure One Year Later: What We’ve Learned

The DOL’s new 401k Fee Disclosure Rule, while its effectiveness might be suspect, has empowered plan sponsors.

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Due Diligence has New Vanguard “Low-Cost” Product Opening to Mixed Reviews

Lesson: Always read the fine print. If it’s too good to be true, it usually is.

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