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Tag "investment option"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/13

Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.

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Adding Categories: A Sample of a New and Improved 401k Investment Option Menu

How you can reduce choice without necessarily reducing choice.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/8/12

The public votes out pension plans, the DOL slyly addresses the issue of too many 401k options, the 401k Fee War starts in earnest and investment options – can’t live with ’em, can’t live without ’em

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The Checklist for the Ideal 401k Investment Due Diligence Process

Thousands and thousands of words based on dozens of interviews summarized into a ten-item checklist. But, due diligence is like a river. It’s constantly moving, constantly changing.

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The Ten Commandments of Selecting a Mutual Fund as a 401k Option

We trust this represents a Decalogue possessing both credence and compatibility. Not only does it make sense to use, but the vast majority of plan sponsors can easily adopt each category of scrutiny.

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

The downsizing of the Fiduciary Standard, an Orwellian porcine view of fees and yet another search for the Holy Investment Option Grail.

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Study Shocker: 9 of 10 401k Plans Exposed to Increased Conflict-of-Interest Risk

Worse, “all-in” might not be all it’s meant to be, possibly invalidating other results from the same survey. Here’s why.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/11

Will new Fiduciary Rule complicate bundling, new study suggests how to reduce fees, making 401k plan option menus simpler, the new retirement age and more…

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Avoiding Decision Paralysis: How to Create the Ideal 401k Plan Option Menu

Life may or may not be a box of chocolates, but what we learn from that box can help plan sponsors and the typical ERISA fiduciary build a better 401k plan.

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Professional Advisors Sound Off on Ideal Number of 401k Plan Options

There’s a surprising consensus among financial professionals regarding how many options a 401k plan menu should offer – and it may surprise to discover what it is.

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