mutual fund
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.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/11
The year closed with a lot of contemplation on the 2011 that was and the 2011 that was not, with a dash of hope for the 2012 to be.
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.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/11
This week features more bad news from Washington for fiduciary fans, the surprising return of the investment debate, the overly simplistic matter of fees and continued dour forebodings regarding pension plans.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 4/29/11
It’s been a week of reversals as popular conceptions regarding index funds and ETFs are challenged by a flurry of writers. At the same time, SEC officials try to backtrack Chairman Shapiro’s backtrack on 12b-1 fees.
Great Info for Every 401k Plan Sponsor: Review of 401k Averages Book
Fee disclosures will become the trending topic among 401k plan sponsors and fiduciaries. It will be tempting to overweight this parameter. But if your plan has an index fund or you’ve ever contemplated using index funds, this book contains one piece of data you absolutely must have.
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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.