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Tag "investments"

Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

    Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

How do we design and administer retirement plans?

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The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much

    The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much

The bottom-line is employees may be setting themselves up not only for failure, but for a costly failure. This is why it’s vitally important for employees to understand more than just the simple objective and class of the mutual funds they own.

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The #1 Retirement Goal for Retirees and the Most Useful Strategy to Get There

    The #1 Retirement Goal for Retirees and the Most Useful Strategy to Get There

You’re the one ultimately responsible for all decisions, from picking and choosing what you do and buy to determining how to manage your assets and cash flow stream. Oh, and did we forget to mention this is for the rest of your life?

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