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Archive

Why a 401k Fiduciary Must Convince Retirement Investors to Avoid Thinking in Lump Sum Terms

What if the choice between what’s behind the curtain and what’s in the box led to exactly the same outcome?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/25/14

It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.

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Exclusive Interview: Harold Evensky says Robo-Advisors “Roadmap to a Rocky Future”

The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/18/14

Pity the poor public pensions, what if we already have a fiduciary standard and the investor herd mentality.

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How Does Goal-Oriented Targeting Work?

Who wants to be a millionaire? It’s easier than you think – especially if you’re in your twenties.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/11/14

Gonzo accounting, fiduciary survey SNAFU and investment obviousness.

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Why Healthier Retirees Reject “Off-the-Shelf” Retirement and Seek to “Do Something”

Sometimes you just gotta do what you gotta do.

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Retirement in the 21st Century: How Today’s Retirees Satisfy Their Yearn to Earn

The rocking chair on the front porch isn’t for everyone. Here’s why.

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Warning: Be Prepared – “Black Swan” Events can Alter Retirement Expectations

Sometimes life happens on the way to a well planned retirement.

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Facts and Fiction of Modern Retirement – What Every 401k Fiduciary Should Teach Employees

The truth is, many retirees continue working, but not always for reasons you might guess.

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