Having no idea what the fiduciary means, and worse, not caring, most IRA R/O investors are sheep heading for their (financial) slaughter. Not anymore, if the DOL’s Phyllis Borzi has her way.
Tag "401k"
Do you get the feeling a this fee talk is just sleight-of-hand? There are so many fees, no wonder why investors are confused between the fees that matter and the fees that don’t matter.
The result of a new J.D. Power & Associates survey poses a double jeopardy for 401k plan sponsors. In the end, though, there’s only one correct answer to the question.
This week we learn to ask the question: “If the regulators don’t care, why should the investors?” Which is like saying “If the police don’t care, why should the victims?” On a brighter note, John Bogle isn’t happy he’s been proven wrong.
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.
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.
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?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 7/01/11
It’s a tale of two regulators. One wants to play politics while the other wants to accomplish something. Meanwhile, ETFs continue to get mixed reviews.