Year: 2011
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/4/11
Featuring a lot of investment talk, from more mourning on TDFs to the Dark Side of behavioral finance.
How Plan Sponsors Can Help 401k Investors Avoid Overdiversification
Two easy actions to take right now to give 401k investors a better chance to achieve their retirement goals.
Why Overdiversification Matters to the ERISA Fiduciary
A lurking liability within the bowels of the DOL safe harbor provision, prudence demands 401k plan sponsors cannot overlook this Deadly Sin.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/28/11
Even as the noose tightens on 401k fees, the DOL increases fiduciary liability with its new Investment Advice Rule. And, just what is going on at Ameriprise?
Overdiversification and the 401k Investor – Too Many Stocks Spoil the Portfolio
Some practical advice to 401k investors that relies on real world results rather than just on academic studies.
A Trip Down Memory Lane – Revisiting Portfolio Optimization
It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification
You won’t find it in the dictionary but you’re likely to find it in every 401k plan.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/11
The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.
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