401k
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17
State-run wrongs, advice vs. sales, and the consequences of fee compression.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17
Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/11/17
Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.
A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth
After you’ve done your preliminary analysis and are ready to pull the switch to convert, there’s one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.
401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions
According to the Investment Company Institute, only 1.9% of all Roth IRAs are rollovers. Why aren’t more opting to rollover into Roths?
7 “It Depends” Reasons to Avoid Converting to a Roth
There’s more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, we’ve provided you a list to quickly scan.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/4/17
401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.
Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools
The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that aren’t in their best interest. That statement alone should trigger concerns from the mindful fiduciary.
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