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Tag "fiduciary"

A How-To Guide: Investing Using the Total Return Method or the Assigned Asset Method

In music, you start at the very beginning. With investment goals, you start at the very end.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/12

The unfortunate truth behind why traditional pensions failed, why Bogle might be hurting the fiduciary cause and why fee disclosure hasn’t worked.

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A Better Way to Help 401k Investors Choose Among Options

Before you even consider investment style, identify your time requirement.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/12

A new 401k revolution? Fiduciary auditions at the SEC? Asset allocation a dinosaur?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/26/12

Avoiding a DOL audit, the politics of fiduciary and more fun with behavioral economics.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/12

Politics vs. Reality of Fiduciary, fee gibberish from the chattering classes and Woody Allen’s advice to 401k participants.

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A 401k Must Read: Mutual Fund Expense Ratio Myth Busted

This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/12

Pensions running low, regulatory enforcement running high and a suggestion that would make Voltaire happy.

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What’s a Fair Fee to Pay a Fiduciary

When it comes to fees, abide these 3 rules of thumb.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/12

Are we doomed to repeat past retirement plan mistakes? Is the Fiduciary Standard this easy? Ongoing fee disclosure confusion and bad news for popular 401k investments (and their investors).

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