Education
Avoiding Decision Paralysis: How to Create the Ideal 401k Plan Option Menu
Life may or may not be a box of chocolates, but what we learn from that box can help plan sponsors and the typical ERISA fiduciary build a better 401k plan.
Professional Advisors Sound Off on Ideal Number of 401k Plan Options
There’s a surprising consensus among financial professionals regarding how many options a 401k plan menu should offer – and it may surprise to discover what it is.
How Plan Sponsors Can Help 401k Investors Avoid Overdiversification
Two easy actions to take right now to give 401k investors a better chance to achieve their retirement goals.
Why Overdiversification Matters to the ERISA Fiduciary
A lurking liability within the bowels of the DOL safe harbor provision, prudence demands 401k plan sponsors cannot overlook this Deadly Sin.
A Trip Down Memory Lane – Revisiting Portfolio Optimization
It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification
You won’t find it in the dictionary but you’re likely to find it in every 401k plan.
How Many Investment Options Should 401k Plan Sponsors Offer?
A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?
Tips 401k Plan Sponsors Can Use to Help Employees Avoid Risk Aversion
Sign, sign, everywhere a sign. Here’s a study showing why segregation is a bad thing even when it comes to portfolio reporting.
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