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It's a myth that theres safety in numbers. Are class-action attorneys about to enforce this lesson on unsuspecting 401(k) plan sponsors?
Those nearing retirement can use this retirement investing strategy to make future beach life more comfortable. It's called organic asset allocation.
When it comes to educating employees about 401(k) plans, keep in mind the 4 levels of financial knowledge.
The DOL's Phyllis Borzi answered the question about fiduciaries and the 'fiduciary era' the next day on the record in front of a live (and live-stream) audience. In case you missed it, the story starts here
This Holy Grail may lead to a retirement pot of gold, if only policy makers can follow through.
Doctor Doolittle must have helped the DOL with its Pushmipullyu Fiduciary Rule.
Financial professionals tend to assume problems are as obvious to everyone as they are to us. Theyre not.
Theres going to be a lot creativity in the next few years, and thats not good for plan sponsors or their service providers.
Here's the thing about the DOL fiduciary rule: To some extent, conflicts-of-interest have become confused with self-interest.
The DOL tried. The fiduciary rule was issued. At least they can say they got their essay in on time.