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Archive

The Checklist for the Ideal 401k Investment Due Diligence Process

Thousands and thousands of words based on dozens of interviews summarized into a ten-item checklist. But, due diligence is like a river. It’s constantly moving, constantly changing.

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The Ten Commandments of Selecting a Mutual Fund as a 401k Option

We trust this represents a Decalogue possessing both credence and compatibility. Not only does it make sense to use, but the vast majority of plan sponsors can easily adopt each category of scrutiny.

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4 Easy Steps 401k Plan Sponsors Can Take to Insure a Well-Documented Investment Due Diligence Process

401k Plan Sponsors often see due diligence as a burden. It needn’t be.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/30/12

Now we know why Washington has been dissing the 401k, why we lost the war for the fiduciary standard and why investors keep losing money.

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