Fiduciary News

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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.

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The Best Way 401k Plan Sponsors can Offer Total Return Options

Data here reveals the amazing truth about the success of total return investing. So, what’s a plan sponsor to do?

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Is Investing for Income the Only Option the 401k Plan Sponsor can Offer Employees Seeking to Meet Certain Financial Objectives?

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?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/11

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.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/11

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!

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5 Key Facts 401k Plan Sponsors Might Have Missed at the fi360 Conference

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.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/6/11

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.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/29/11

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.

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Great Info for Every 401k Plan Sponsor: Review of 401k Averages Book

Fee disclosures will become the trending topic among 401k plan sponsors and fiduciaries. It will be tempting to overweight this parameter. But if your plan has an index fund or you’ve ever contemplated using index funds, this book contains one piece of data you absolutely must have.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/11

Trending topics this week explores whether a popular investment product is a ticking time bomb or the Holy Grail of investing and connects the dots to lament over the apparent loss of a true fiduciary standard.

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