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.
Tag "401k"
The GOT system offers a viable and practical alternative to relying on outdated MPT tools.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.
So one wants his epitaph to read “Here lies John Doe. He beat the S&P 500.” There needs to be an easy-to-understand and easy-to-implement system that properly reflects both your goals and the consequences of failing to meet those goals. Retirement savers want and need a system that represents a better way to set and meet retirement goals.
If you want to understand how sophisticated plan sponsors think, you need to talk to sophisticated plan sponsors. For many years, Dale Neibert served as part of a two-man operation that headed one of the nation’s most sophisticated 401k plans. He explains how this plan sponsor incorporated advance behavioral finance techniques, and how it avoided some of today’s most dangerous fads.
The real retirement crisis, dumbing down fiduciary, and solving wrong problems.
Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?
The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.
It’s understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.
HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.
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.