After you’ve done your preliminary analysis and are ready to pull the switch to convert, there’s one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.
Tag "Calvin Goetz"
![What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?](https://fiduciarynews.com/wp-content/uploads/2017/06/orange-splashing-on-water-1322587-660x395-505x306_c.jpg)
Just because the new Rule won’t be enforced until January doesn’t mean retirement savers can’t take advantage of it. This does, however, require individuals become self-reliance and look out for their own good. But how is that any different for all other consumer decisions?
![How the Media and Markets Conspire to Thwart Retirement Savers](https://fiduciarynews.com/wp-content/uploads/2017/05/share-markets-1254200-660x395-505x306_c.jpg)
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
![401k Plan Sponsors Need to Know the Good, the Bad, and Why TDFs are So Popular](https://fiduciarynews.com/wp-content/uploads/2017/03/cadillac-ranch-1411552-660x395-505x306_c.jpg)
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.