Index
When Index Construction Becomes a 401k Fiduciary Risk
The S&P 500 looks diversified—until you see how few stocks actually drive the returns. As concentration rises, index construction itself is becoming a growing 401k fiduciary risk.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/14/17
401k ascending, Fiduciary delayed but debated, and the perils of performance.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/17
Gov FUBAR, a new Fiduciary battlefield, and imagine a world without 12b-1 or revenue sharing fees…
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/25/16
Retirement Policy Ideas, Grasping for Fiduciary Straws, and Redefining Fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/16
Wither regulators? Wither fiduciary? and Zeroing in on fees.
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