Andrew Wang
Fiduciary Due Diligence for Private Equity in 401k Plans
Documenting the evaluation process helps protect against potential legal challenges. By proactively managing these red flags, fiduciaries can responsibly integrate private equity into 401k plans and reduce ERISA compliance concerns.
If You Meet Your Objectives, Does It Make Sense To Worry About Fees?
While diligence is to be applauded, that’s not to say you can’t carry it to an extreme. If fact, some folks are so hung up on fees, they sometimes fail to see the bigger picture.
The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make
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.
When is it OK (and not OK) to mix TDFs with other funds?
Investing through mutual funds, including TDFs, is like using mass transportation. It’s not ideal but for many it’s the only realistic choice.
401k Plan Sponsors Need to Know the Good, the Bad, and Why TDFs are So Popular
With the pain of the Target Date Fund 2008/09 market crash debacle still lingering in the mind, to best assess the potential fiduciary liability inherent in TDFs – no matter what safes harbors were promised by the PPA – it’s critical that 401k plan sponsors understand what’s good about them, what’s bad about them, and just why they’re so popular.
The 2 Least Understood Investment Rules that Most Hurt 401k Investors
Why do so many common sense notions fail to work in the investment world?
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