Basic Members
401k Fee Disclosure One Year Later: What We’ve Learned
The DOL’s new 401k Fee Disclosure Rule, while its effectiveness might be suspect, has empowered plan sponsors.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/13
Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.
The Retirement Saver’s Secret (as in “Under Appreciated”) Weapon
There’s the usual reason people say to save in tax-deferred retirement plans, then there’s this, much sexier, reason.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/5/13
Big Government = Big Mess; How it fails as a fiduciary; The Biggest Blockbuster Flop from the Summer of 2012 (no typo) and what Socrates can teach us about investment theory.
What Drives a 401k to Work So Well
With the advent of the 401k plan, we added two more gears, changing our savings vehicle from a ’72 Pinto to a ’68 Mustang.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/28/13
DC at it again, Fee Disclosure Rule anniversary and the Goldilocks Rule of Investments.
7 Basic Investment Concepts Every 401k Participant Must Understand
While savings is the critical issue, there are those few employees who have these time and resources to study investing. This is for them.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/21/13
Washington does its best to stymie the fiduciary standard while the free markets say otherwise and big pensions move to “all-index” in time to catch annual summer swoon.
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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.


