performance
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.
These Least Critical 401k Fiduciary Duties Might Surprise You
By far, there’s almost universal agreement that 401k fiduciaries should be less concerned about investment performance than you might have seen a generation ago. Why is this so?
Rethinking Performance Standards (Part I – The Fatal Flaw)
Worse, those held accountable for the potential damage of the flaw are not these detached organizations, but the professionals implicitly promoting the festering error – regular people ranging from bank trustees hired to guard the interests of beneficiaries to retirement plan sponsors and trustees responsible for protecting their employees.
Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)
Would you rather have the nuts and bolts practical guide for what to ask or the theoretical questions that tend towards the philosophical? Most 401k plan sponsors are too busy for theory, that’s why they’ll prefer to focus on these questions.
What’s the Immediate Impact of the DOL Fiduciary Rule on 401k Plan Sponsors?
“Hopefully,” says Reese, “this past year gave employers a better understanding of what they need to look out for to act as fiduciaries for their plan participants.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/14/17
401k ascending, Fiduciary delayed but debated, and the perils of performance.
Do Common Benchmarks Mislead the 401k Fiduciary?
Regulators tend to focus on the measurable, not the meaningful. What may or may not have relevance in the court of law speaks volumes in the court of common sense.
Why 401k Investors Chase Performance – and How to Prevent It
The sin of recency consumes far too many investors. How can they help themselves?
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