GOT
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18
Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility
Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools
The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that aren’t in their best interest. That statement alone should trigger concerns from the mindful fiduciary.
How the Media and Markets Conspire to Thwart Retirement Savers
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.
Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective
The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.
Exclusive Interview: Christopher Carosa Explains 2 Ways Hey! What’s My Number? Can Increase the Odds Retirement Savers Will Retire in Comfort
Answers to the questions you’ve all been asking these past six years.
5 Things to Do to Improve a Retirement Investor’s Goal-Oriented Target
The best strategy is to live in moderation – both today and when you retire.
How a Fiduciary Can Assess a Retirement Investor’s GOT
Now that you’ve determined your Goal-Oriented Target, discover what it means.
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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