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Tag "Robert Massa"

12b-1 Fees/Revenue Sharing Add to 401k Plan Sponsor Fiduciary Liability Woes

In some distant future, what fossilized evidence of poor judgment will come back to haunt unsuspecting 401k plan sponsors.

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5 Tasks Every 401k Fiduciary Must Do Right Now

Here’s a checklist that will make the lives of 401k plan sponsors much easier.

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Retirement Saving: How Responsible is the 401k Fiduciary?

Welcome to the new three-legged stool: Employee, Employer, Government

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What’s Really Wrong with 401k Employee/Trustee Education

Forget focusing on content, it’s time to use proven psychological techniques to re-frame the nature of employee and trustee education.

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Study: SEC Fiduciary Delay Costing Retirement Investors $1 Billion per Month

Will the scandalous conclusions of this new research take the bloom off of the rose of the 401k plan?

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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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