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Exclusive Interview: Jean-Pierre Aubry Explains Research That Concludes ESG Investments Do Not Belong In Retirement Plans
“Our review of the academic literature found that ESG was either unrelated or had a negative relationship to investment performance…The only studies that I know of that report positively about ESG are white papers by asset management firms.”
This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs
The biggest issue when it comes to access is cost. It’s not just the plan sponsor’s sensitivity to higher costs. It’s the service provider’s ability to keep those costs low.
The 3 Most Critical Concerns of Small 401k Plan Sponsors
In the end, this all comes down to one final concern, and it’s one that is typically not even considered.
Market Rotation Presents Opportunity For Urgent Retirement Saver Education
This is an all too common problem,… It’s important right now for 401k plan sponsors to urge their service providers to educate employees about it.
Questions 401k Plan Sponsors Are Too Busy To Ask
Here’s something you don’t always see, but maybe you should.
The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule
This has long been demanded of fiduciaries. Nearly two centuries ago in Harvard College v. Amory, the Massachusetts court promulgated what has become known as the “prudent man rule.”
What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary
Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.
5 Big Overlooked Fiduciary Errors 401k Plan Sponsors Are Making Right Now
Sometimes when you try your best, you still miss something important. And that could be the most dangerous miss you make.
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