401k
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/18/12
Why do they keep insisting 401k is a failure? Why do they keep insisting a fiduciary compromise is consistent with “fiduciary”? Why are young investors doomed to repeat the same mistakes as their elders?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/11/12
Meddling politicians, the infantile Fiduciary debate, a DOL surprise and a totally backwards approach to giving investment advice – what more can you ask for?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/27/12
States and Feds go in opposite directions on retirement, the fiduciary debate gets hotter and more strangeness in the world of investments.
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.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/16/12
A funny thing happened on the way to the fiduciary standard lynching and what the world will look like when fees are transparent
Exclusive Interview with Ary Rosenbaum: The 3 Biggest Compliance Obstacles for 401k Plan Sponsors
Here’s a quick overview of the most important facts surrounding key regulatory laws and rules, with some practical legal advice thrown in.
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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.


