Has the traditional 401k world – everything from how investments are sold to whether fees really matter – just turned on its head?
Due Diligence
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.
How many of these questions matter today?
Some practical advice to 401k investors that relies on real world results rather than just on academic studies.
