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Due Diligence

What Is The Best Way A Fiduciary Can Define Risk In A Way That Is Measurable, Meaningful, And Relevant?

    What Is The Best Way A Fiduciary Can Define Risk In A Way That Is Measurable, Meaningful, And Relevant?

For all the talk of risk in the academic world, it’s the real world that provides the best answer to what risk really is and how to avoid it. How do your thoughts on this compare with others?

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Where Did We Go Wrong With Risk?

    Where Did We Go Wrong With Risk?

This elegance earned a Nobel Prize for several smart professors. You must forgive them, though, for they had a far limited toolkit to work from. Still, this was the original source from which “risk” sprang.

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401k Plans And Inflation – What Can (And Should) A Plan Sponsor Fiduciary Do?

    401k Plans And Inflation – What Can (And Should) A Plan Sponsor Fiduciary Do?

Today, many 401k plan participants have their retirement savings on “set-it-and-forget-it” autopilot. In a low inflationary environment, that might be OK. However, when the pendulum swings back towards inflation, this can leave them ill-prepared. What, exactly, can a 401k plan sponsor do within its fiduciary capacity to help plan participants incorporate inflation into their retirement planning calculus?

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Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

    Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

While some may consider this heresy, the best option for a fiduciary managing a portfolio is to include a consistent percentage of assets outside the equity markets and in assets that preserve capital.

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7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

    7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

Familiarity may breed contempt, but it also makes you sloppy. Do you know plan sponsors that have forgotten they need to address these matters?

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Why Is There No Consensus On What ‘ESG’ Means?

    Why Is There No Consensus On What ‘ESG’ Means?

It is the world we inhabit right now. Your company is good for the world because you say so. And no one can legitimately argue with your feelings.

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The Fiduciary Perils of Selling Short

    The Fiduciary Perils of Selling Short

As you’ll see in a moment, there are situations when it does make sense to sell short that are consistent with one’s fiduciary duty. Still, the dangers are there and it’s best to proceed into this financial minefield only with the most expert of advice.

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3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

    3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

In the end, though, you must remember the PEP is brand new. Not all offerings will offer the same advantages. Some may be designed specifically to forego one advantage to emphasize another.

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Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies?

    Do 401k MEP/PEPs Really Reduce Fiduciary Liability for Member Companies?

Here things get a little familiar for companies with pre-existing stand-alone 401k plans (but may need to be discovered by those without plans).

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Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

    Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.

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