Year: 2011
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/11
It was a bad week for fans of pensions, ETFs and annuities. At least we had Babe Ruth to save us.
How Babe Ruth Can Help 401k Plan Sponsors Teach Employees the Most Important Thing They Need to Know
Time diversification remains controversial, but here’s why the practitioners have one up on the academics.
The Best Way 401k Plan Sponsors can Offer Total Return Options
Data here reveals the amazing truth about the success of total return investing. So, what’s a plan sponsor to do?
Is Investing for Income the Only Option the 401k Plan Sponsor can Offer Employees Seeking to Meet Certain Financial Objectives?
Why do two popular 401k options encourage investors to invest for income when most fiduciaries know (or show know) of the dangers of doing so?
How the Fiduciary Discovered What’s Wrong With Emphasizing Income
For more than a century, fiduciaries followed the principles set forth in an 1830 court ruling. Two events in 1969 forever changed the landscape.
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 1st Deadly Sin – “Income Matters”
What do Robin Hood, Income and Fiduciary Duty all have in common? And why should all 401k plan sponsors know this?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/11
This week features more bad news from Washington for fiduciary fans, the surprising return of the investment debate, the overly simplistic matter of fees and continued dour forebodings regarding pension plans.
401k Plan Sponsors: Is Your Investment Policy Statement Still Using Outdated Language?
How old is that 401k Investment Policy Statement? If it hasn’t been updated in a while, chances are it contains language that could get the Plan Sponsor in trouble. Here’s at least one thing you can look for.
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