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Tag "Michael Prus"

Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

    Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?

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401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

    401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

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The Hows, Whys, and Right and Wrong Way to Use Asset Allocation

The future of true asset allocation may lie in understanding its past.

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How’d an Innocent Fiduciary Like You End Up Asset Allocating?

Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 5th Deadly Sin – Misapplied Asset Allocation

Are our expectations of Asset Allocation too high?

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401k Plan Sponsors: These 4 Steps Will Change the Retirement Lives of Your Employees

Success begins with a single step on a well-worn, proven path.

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Anticipating the Bond Bubble Burst: Protecting Your 401k Plan

Bonds and bond funds alike suffer from rising interest rates, but bonds are protected in ways bond funds are not. Does the typical 401k investor know that?

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Have Mutual Fund Rating Agencies Lost Their Mojo?

For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?

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