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A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk?

    A 401k Plan Sponsor Fiduciary Puzzle: Are Low Fees High Risk?

You cannot understate the fiduciary aspect of lower fees. Most 401k plan sponsors, and especially those in smaller plans, don’t have the time or expertise to administer their company’s retirement plan. If they skimp on fees, are they also skimping on the fiduciary protection those professionals are supposed to provide?

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Due Diligence

Fiduciary Split Decision: Are Separately Managed Accounts (SMAs) In The Best Interest Of 401k Retirement Savers?

    Fiduciary Split Decision: Are Separately Managed Accounts (SMAs) In The Best Interest Of 401k Retirement Savers?

“They can benefit from something more tailored to their unique circumstances, particularly as they are approaching certain key inflection points in their working lives or key financial decisions they have to make or key life events. Therefore, what we’ve been seeing in the retirement plan industry is this emphasis on retirement plan services.”

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The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22!

    The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22!

We take a different approach by looking not too far back in the past. This avoids the “getting lost in the sauce of history” problem so many retrospectives have. It’s the opposite of the “recency” problem, where we place too much emphasis on that which lies closest to our memories. Often, instead, we’ll give more than proper weight to happenings in a distance that is rapidly losing relevance.

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