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Tag "lump-sum"

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 5/24/13

Does more DC talk mean less action? Slowdown, Fiduciary Standard, you move too fast, and more about investment bubbles.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/12

Politics vs. Reality of Fiduciary, fee gibberish from the chattering classes and Woody Allen’s advice to 401k participants.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/21/12

Why you should always take the money and run, always listen to dad and never believe what you read in the papers.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/12

Government drives backwards, the ironic ineffectiveness of disclosure, the surprising problem with revenue sharing and why you shouldn’t trust anyone under 30 (when it comes to investing).

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