FiduciaryNews

Tag "mutual fund"

What is a “Collective Investment Trust” and Does It Make Sense for a 401k Fiduciary to Use One?

Older than mutual funds, the dangers in them exposed by the crash of 1929 led to the creation of mutual funds. Can their modern descendants reclaim the mantle long held by mutual funds?

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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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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/4/14

Government workers ignore math, fee mongers misuse math and savvy salesmen abuse math.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/26/13

PBS’ Frontline Retirement Gamble fallout, falling fees, and soon to be falling bonds prices.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/13

403(b) ills, a fiduciary stew and the return of investment performance.

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Why 401k Plan Sponsors (and Investors) are Going Back to the Future

Do the answers 401k investors seek lie in its past?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/12

Will retirees pay for Washington’s fiscal mismanagement? Has pinning the fiduciary onus on plan sponsors been the wrong approach all along? And more…

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A 401k Must Read: Mutual Fund Expense Ratio Myth Busted

This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.

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401k Plan Sponsors and the Mutual Fund Expense Ratio Wild Goose Chase

Any talk of mutual fund expense ratios only diverts attention away from the true issue at hand – what are the true costs of those non-mutual fund products that make up nearly half of all 401k investments?

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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.

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