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Will DOL’s New Mutual Fund Fee Disclosures Mislead 401k Investors?
“What is intended to help participants, may hurt them as their decisions are driven by confusion and data overload.”
A Fiduciary Test Drive of New DOL Fee Chart Using Top 401k Funds
Here’s your chance to see a real example of the new DOL 401k Disclosure Rule in practice. Complete with links to vital DOL documents.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 12/10/10
Welcome to Fiduciary News Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when you read these entertaining snippets, well, that’s the idea. Fiduciary News Lead Story: “401k […] Read Full Article
401k 2.0 – A Proposal
Isn’t it ironic that the very people who 401k plans were created to benefit have decided it’s easier to ignore the maze than to constructively participate. Allowing the 401k to evolve up to today’s technology will solve many problems.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/19/10
Join us in giving thanks to all the news that 401k plans generate. There’s a special gem this week – maybe a hint at how the SEC will rule on the fiduciary standard.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/12/10
An expected study reveals ETFs may be more dangerous than originally thought – and the nearly trillion dollar industry tries to shoot holes in it. Meanwhile, are we taking a giant step backward in reforming 12b-1 fees and the fiduciary standard?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/29/10
If you give yourself some time to file an article you tend to be a little bit more thorough. It’s kinda like why “the fastest guns in the West” didn’t survive too long – they didn’t take the time to aim. This week’s news stories aimed well – and hit!
Exclusive Interview with Stanford Professor Charles Lee: Why Fees May be Less Important to 401k Plan Sponsors
Professor Lee’s research exposes two myths that make it critical for 401k plan sponsors to fully vet all the relevant research as part of their standard due diligence process.
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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.