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Tag "Goal-Oriented Target"

How a Fiduciary Can Assess a Retirement Investor’s GOT

Now that you’ve determined your Goal-Oriented Target, discover what it means.

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How Does Goal-Oriented Targeting Work?

Who wants to be a millionaire? It’s easier than you think – especially if you’re in your twenties.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/13/14

Government butting in, Fonz as Fiduciary and the clash of the investing theory titans.

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Has the 401k Fiduciary Unknowingly Put Employees in Peril?

If 401k plan sponsors have failed to update both their plan menu options and their education program to this new paradigm, they may have unknowingly placed their employees in peril.

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Why Every 401k Fiduciary Should Redefine Risk as What Happens When You Miss Your Goal

Volatility simply can’t be used to measure risk because it contains components both of risk and reward. Here’s a better way to measure true investor peril.

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80% Salary Replacement Rule: Origins and Exceptions for 401k Retirement Savers to Consider

The Rule dates back to the early years of the Reagan administration and has been updated annually for the past three decades.

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The Best Investment Advice 401k Investors Will Ever Receive

Here’s a win-win idea for both 401k investors and their fiduciaries.

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The Most Compelling Challenges in 401k Education

Isn’t it best to know this at age 25 – not 65?

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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.

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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.

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