Due Diligence
A Better Way to Help 401k Investors Choose Among Options
Before you even consider investment style, identify your time requirement.
A 401k Must Read: Mutual Fund Expense Ratio Myth Busted
This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.
New Study Reveals Three 401k Strategies More Important than Asset Allocation
Has the traditional 401k world – everything from how investments are sold to whether fees really matter – just turned on its head?
Have 401k Plan Sponsors Framed Employees?
A special treat for those who attended my fi360 conference session.
The Checklist for the Ideal 401k Investment Due Diligence Process
Thousands and thousands of words based on dozens of interviews summarized into a ten-item checklist. But, due diligence is like a river. It’s constantly moving, constantly changing.
The Ten Commandments of Selecting a Mutual Fund as a 401k Option
We trust this represents a Decalogue possessing both credence and compatibility. Not only does it make sense to use, but the vast majority of plan sponsors can easily adopt each category of scrutiny.
4 Easy Steps 401k Plan Sponsors Can Take to Insure a Well-Documented Investment Due Diligence Process
401k Plan Sponsors often see due diligence as a burden. It needn’t be.
Why 401k Plan Sponsors and Investors Lack Cupidity for the Annuity
When the IRS press conference leaves reporters with unanswered questions, reporters turn to industry pros to get a better view of the issue.
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