Goal-Oriented Target
The Best Investment Advice 401k Investors Will Ever Receive
Here’s a win-win idea for both 401k investors and their fiduciaries.
The Most Compelling Challenges in 401k Education
Isn’t it best to know this at age 25 – not 65?
Investment Risk and the 401k Fiduciary: An Overview of Components
To best understand what is wrong with the misuse of investment “risk tolerance,” we need to understand these components of risk.
How Should a 401k Plan Sponsor Construct an Appropriate Investment Policy Statement?
For those who believe an Investment Policy Statement (IPS) for an ERISA retirement plan helps reduce fiduciary liability, here’s a nine step process for creating a strong IPS.
Fiduciary Checklist: Target Date Problems vs. DOL Proposed Rule
It’s not like folks hid their Target Date Fund gripes. The question is: Was the DOL on target with its new disclosure rules?
Options for 401k Plan Sponsors: Alternatives to Target Date Funds
It is this latter case that may expose the unsuspecting fiduciary to greater liability. ERISA plan sponsors interested in reducing their fiduciary liability must stay up-to-date on these developments.
Readers Select Top Fiduciary Stories of 2009: #6 The Department of Labor’s Abrupt Shift on 401k Advice
Many feel the DOL rightly reversed earlier rules that allowed for too many potential conflicts-of-interest. But, will any new DOL guidelines only encourage a “cookie-cutter” approach, doing the investor more harm than good?
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.