Between using past performance to suggest future results and using forecasts to try to time the market, which is the lesser evil?
Due Diligence
Do 401k plan sponsors know the fiduciary minefield they’re stepping into when they select a QDIA?
Should you stay or should you go? The answer is so obvious you don’t have to ask your hairdresser to know for sure.
The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.
What is motivating the government to offer a product when there are already better free market alternatives available?
Alts may be the all the rage, but are they really worth it?
Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.
The numbers suggest the QLAC product isn’t quite ready for prime time.
Maybe marketing isn’t all that it’s cracked up to be – at least when it comes to the best interests of retirement savers.
