Before you even consider investment style, identify your time requirement.
Due Diligence
This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.
Has the traditional 401k world – everything from how investments are sold to whether fees really matter – just turned on its head?
A special treat for those who attended my fi360 conference session.
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.
401k Plan Sponsors often see due diligence as a burden. It needn’t be.
Lesson: Always read the fine print. If it’s too good to be true, it usually is.
What the stress test of Q3 2011 tells us about what the Target Date Fund industry learned from 2008 – and what it didn’t.
