Education
The Best and the Worst of 401k Plan Design Elements
If you’re a plan sponsor, it’s time to review how your plan measures up against these design elements. If you’re looking to become a plan sponsor for a new plan, consider whether or not you should include these design elements.
7 Tips Present Day Retirees Wished They Knew When They Were 24
If retirees could go back in time 50 years, this is what they’d want to know.
Summer Blockbusters: Movies that Teach Rights and Wrongs of Financial Literacy
What are your favorite financial literacy lessons learned from classic movies? Sometimes you’ll discover important financial lessons where you least expect them. This applies to movies just like anything else. Of course, sometimes you’ll find those schoolings exactly where you’d expect them. Classic Hollywood movies run the gamut from romance to comedy, from drama to […] Read Full Article
Time for Naïve 401k Millennials Opting for “Safe” Investments to Stop Hurting Themselves
Why have these people failed to learn from history and what can be done to prevent them from hurting themselves?
These 7 Employee Concerns can Befuddle a 401k Plan Sponsor/Fiduciary
401k plan participant concerns come in three varieties: Those you know about and should do something about; Those you know about and shouldn’t do something about; and, Those you don’t know about and better do something about right now.
The Hows, Whys, and Right and Wrong Way to Use Asset Allocation
The future of true asset allocation may lie in understanding its past.
Why Asset Allocation Doesn’t Matter In The Long Run
The results are in. Asset allocation doesn’t work in the long run. Rebalancing doesn’t produce better returns in the long run. In short, asset allocation as popularly practiced is myth.
Asset Allocation’s Greatest Failure: Short-Term Investing
There’s a reason why short-term asset allocation is doomed to disappoint. You can find it in every SEC-mandated performance disclaimer.
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