liability
Does the “Lost Decade” Signal the End of Passive Investing?
Awful returns suggest investors should have shunned equities during the century’s first decade. Or do they? A closer examination reveals a surprising conclusion, one that might upset the fastest growing segment of the financial industry.
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.
Michael Krause of AltaVista Research Explains the Evolution of Indexing
If the evolution of indexing over the decades tells us anything, it tells us today’s budding index products “are not your father’s” index.
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 Currency ETFs Help Your Portfolio?
The wildness of the equity markets and the uncertainty of our economic environment appears to be opening the eyes of the typical fiduciary to more exotic investments. The practical implication may mean greater potential liability.
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 Perhaps we may be nearing a new consensus where it’s no longer active OR passive, but active AND passive.
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.