For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here’s a nine step process for creating a strong IPS.
Tag "401k"
How Babe Ruth Can Help 401k Plan Sponsors Teach Employees the Most Important Thing They Need to Know
Time diversification remains controversial, but here’s why the practitioners have one up on the academics.
Data here reveals the amazing truth about the success of total return investing. So, what’s a plan sponsor to do?
Why do two popular 401k options encourage investors to invest for income when most fiduciaries know (or show know) of the dangers of doing so?
This week features more bad news from Washington for fiduciary fans, the surprising return of the investment debate, the overly simplistic matter of fees and continued dour forebodings regarding pension plans.
What popular investment products appears poised to be the next one to self-destruct? A strange occurrence in Washington bodes ill for the Fiduciary Standard – but does it really matter? Meanwhile, we learn the costs of two generations of lost public pension policy – from a third world country!
One might see the fi360 Conference as merely an industry event, but you’d be surprised what kinds of gems a 401k plan sponsor can discover there. Here are five of them.
The SEC finally admits 12b-1 is a priority, The Wall Street Journal finally explains why ETFs might not be ready for prime-time and InvestmentNews finally reveals why many financial advisers won’t be impacted at all by a uniform and stronger fiduciary standard. Still, there’s one article that sets all we’ve learned the past forty years so far back you won’t believe it.
It’s been a week of reversals as popular conceptions regarding index funds and ETFs are challenged by a flurry of writers. At the same time, SEC officials try to backtrack Chairman Shapiro’s backtrack on 12b-1 fees.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/11
How many different ways can you mention “passive investing” in an article relating to 401k plans? It seems like reporters had a theme last week – and it showed up in the strangest of places.