Brightscope Co-Founder Mike Alfred reveals a piece of good news for small 401k plans and makes a surprising comment on just how important a plan’s investment menu really is – or isn’t.
The SEC does the right thing, and some 401k fiduciaries may find they’ve been doing the wrong thing.
Want to know when Active Beats Passive? A Journal of Investing study may just have the answer.
The DOL admits, due to the number of variables involved, there’s no easy way to calculate the fees and expenses paid by your 401(k) plan. You might be surprised who the DOL suggests trying to find the answers to the following ten questions from.
Worried while Washington fiddles? These three vital questions might just help you determine if today’s DOL ruling will increase your personal fiduciary liability.
If the evolution of indexing over the decades tells us anything, it tells us today’s budding index products “are not your father’s” index.
Plan sponsors want a more robust way to analyze. This technique may have saved 401k investors significantly last year.
Job recoveries from financial crises are traditionally slow. Poor credit markets and government policies continue to hamper small business and consumer spending, calling into question whether we’re about to emerge from recession. Worse, once we do, bond investors might be in for an unpleasant surprise.
If you’re a fiduciary worried about potential liability, be warned. Commodities trading remains speculative and may not be appropriate for unsophisticated investors – no matter what the TV tells them.
Top Fiduciary Stories in 2009
The topsy-turvy 2009 provided some of the biggest fiduciary stories in years. Which do you think rates as the most important?