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5 Retirement Questions You Need To Answer
People fear the unknown. Are you one of them? Think of how you felt when you started a new job. Were you a bit anxious the first time you walked into the office? Or how about your first child? Did you wonder if you had what it takes to be a good parent? While they […] Read Full Article
5 Tips For 401k Plan Sponsors To Improve Retirement Saving Outcomes For Employees
Plan sponsors ought naturally to know how the plan addresses the needs of their business, but do they really know how to tweak the plan to improve outcomes?
7 Opportunities 401k Plan Sponsors Have To Improve Plan Efficiency And Effectiveness
This isn’t a compliance audit, it’s an operating efficiency audit. That covers plenty of ground, from technology to benchmarking the value offered by the service provider.
The Fiduciary Futility Of 401k Fees
Oddly, it’s usually the opposite for mutual funds. Actively managed (higher operating cost) funds tend to perform better during market downturns. Passive (lower operating cost) funds, on the other hand, generally perform better during growth markets.
Investment Menu Basics for 401k Plan Sponsors Seeking To Reduce Their Fiduciary Liability
If plan sponsors are working with the appropriate plan fiduciary, then an ongoing review of the fund’s performance, fees, and underlying risk should be part of their ongoing process
Does The New Fiduciary Rule Really ‘Level The Playing Field’?
For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?
The Impact Of New Fiduciary Rule On 401k Plan Sponsors
Here’s where the greatest controversy of the new Rule, as with its predecessors, comes to a head.
Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing
“This lack of active involvement could lead to inefficiencies, reduced liquidity, and potential market instability, as prices may not accurately reflect the underlying value of securities.”
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