401k
Inside the Numbers: Why Every 401k Fiduciary Must Read This Report
Brightscope Co-Founder Mike Alfred reveals a piece of good news for small 401k plans and makes a surprising comment on just how important a plan’s investment menu really is – or isn’t.
3 Reasons the SEC’s New 12(b)-1 Stance May Increase 401k Fiduciary Liability
The SEC does the right thing, and some 401k fiduciaries may find they’ve been doing the wrong thing.
10 Questions the DOL Wants the ERISA Fiduciary to Ask About 401k Fees
The DOL admits, due to the number of variables involved, there’s no easy way to calculate the fees and expenses paid by your 401(k) plan. You might be surprised who the DOL suggests trying to find the answers to the following ten questions from.
3 Pointed Questions Determine If New DOL Decision on the 401k Investment-Advice Rule Increases Your Fiduciary Liability
Worried while Washington fiddles? These three vital questions might just help you determine if today’s DOL ruling will increase your personal fiduciary liability.
Exclusive Interview with BrightScope, Inc. Co-Founder Mike Alfred on Rating Target Date Funds.
Plan sponsors want a more robust way to analyze. This technique may have saved 401k investors significantly last year.
Can Commodities Hedge Inflation?
If you’re a fiduciary worried about potential liability, be warned. Commodities trading remains speculative and may not be appropriate for unsophisticated investors – no matter what the TV tells them.
3 Reasons Why the 401k Fiduciary Should Use Both Active and Passive Funds to Reduce Fiduciary Liability
The active investing vs. passive investing argument has become passé. Perhaps we may be nearing a new consensus where it’s no longer active OR passive, but active AND passive.
Exclusive FiduciaryNews.com Interview with Mutual Fund Fee Myth Busting Professor
Contrary to popular press reports, economic theory clearly suggests paying high fees is justified. Here’s the cruel irony and the greatest danger posed by the myth of high mutual fund fees: by taking back some of the responsibility normally delegated to professional advisers, an active fiduciary may in reality take on a greater fiduciary liability.
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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.


