For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?
Due Diligence
Do the answers 401k investors seek lie in its past?
Before you even consider investment style, identify your time requirement.
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.
