Asset Allocation
Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools
The GOT system offers a viable and practical alternative to relying on outdated MPT tools.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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17
The real retirement crisis, dumbing down fiduciary, and solving wrong problems.
The Folly of Risk and the 401k Fiduciary
Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.
The #1 Retirement Saving Goal for People in Their 40s and the Most Useful Strategy to Get There
Quite the opposite from being “over the hill,” those in their forties may find they’re still slogging up hill in terms of saving for retirement.
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16
Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/16
DC dissing retirement savers, can annuities survive Fiduciary Rule, and fee scrutiny changing 401k world,
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.