Due Diligence
Due Diligence has New Vanguard “Low-Cost” Product Opening to Mixed Reviews
Lesson: Always read the fine print. If it’s too good to be true, it usually is.
401k Plan Sponsor Concern: Target Date Funds Still Broke
What the stress test of Q3 2011 tells us about what the Target Date Fund industry learned from 2008 – and what it didn’t.
10 Questions the DOL Wants 401k Plan Sponsors to Ask Their Investment Consultant
How many of these questions matter today?
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.
3 More Ways 401k Plan Sponsors Can Help Employees Make Better Investment Decisions
New research suggests a better way to communicate critical investment information.
3 Ways 401k Plan Sponsors Can Help Employees Make Better Investment Decisions
The research has been around for more than a decade. Why do regulators and the industry ignore it?
Does Pending Appeal Decision Doom 401k Plan Sponsors?
Many 401k plan sponsors aren’t aware of fee creep and how it exposes them to greater fiduciary liability. One plan’s ignorance cost it nearly a half million dollars in personal damages.
DOL Detractor Reveals Due Diligence Secret to 401k Plan Sponsors
You’d trust someone who had your interests at heart. Would you give your trust to someone who didn’t? How can you tell if someone places your interests first?
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.