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Recent Posts
- More evidence that it’s really hard to ‘beat the market’ over time, 95% of finance professionals can’t do it November 20, 2018
- “Conflict of All Conflicts” by Josh Brown August 26, 2014
- S&P: Top mutual funds highly unlikely to maintain success July 23, 2014
- Ameriprise ordered to deliver Columbia funds chief’s journals to ex-staff July 21, 2014
- “Toxic” TPAs a 401(k) Plan Sponsor Should Avoid Hiring March 4, 2014
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Category Archives: Uncategorized
Why You Shouldn’t Hire Your Payroll Company To Run Your 401(k) Plan
Click here or blue link below for PDF. Why you shouldn’t hire…? http://www.jdsupra.com/legalnews/why-you-shouldnt-hire-your-payroll-comp-52248/
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ABB Mismanagement Cost 401(k) Plan $35.2 Million, Judge Says
ABB Mismanagement Cost 401(k) Plan $35.2 Million, Judge Says http://www.bloomberg.com/news/2012-04-03/abb-mismanagement-cost-401-k-plan-35-2-million-judge-says-1-.html
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S&P has bad news for this year’s top-performing funds
S&P has bad news for this year’s top-performing funds S&P has bad news (opens PDF DOCUMENT) Link below requires ADDITIONAL login information http://www.investmentnews.com/article/20131217/FREE/131219915&utm_source=indaily-20131217&utm_medium=in-newsletter&utm_campaign=investmentnews&utm_term=text
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Breaking: New Excessive Fee Case
On November 5, 2013, employees of Massachusetts Mutual Life Insurance Company (“MassMutual”) filed an ERISA class action lawsuit against their employer alleging self-dealing and excessive fees. (continue reading…) http://blog.fraplantools.com/new-excessive-fee-case-filed-by-massmutual-employees/?goback=.gde_2501193_member_5803678511394738178#%21
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Excessive fee case settles for $35 million
http://www.benefitspro.com/2013/06/24/excessive-fee-case-settles-for-35-million
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Studies Show Experienced Mutual Fund Managers Underperform
Dan Solin: Experience Counts: Except When Selecting Mutual Funds http://www.huffingtonpost.com/dan-solin/experience-counts-except-_b_3810559.html?utm_hp_ref=business
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401(k) Investment Confidence Doubles With Advisor Help, Survey Finds
http://www.fa-mag.com/news/401-k–investment-confidence-doubles-with-advisor-help–survey-finds-15189.html?section=131
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401k Advice for Individuals: How I Helped Develop the Market
http://www.lagerco.com/401k-advice-for-individuals-how-i-helped-develop-the-market/
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John Bogle’s “elegantly simple formula”…
JACK BOGLE: An Elegantly Simple Formula Shows Why Passive Investing Will Earn Higher Returns Than Active Investing Read more: http://www.businessinsider.com/bogle-elegantly-simple-formula-for-passive-investing-2013-8#ixzz2d8XOE3KL
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Fiduciary Liability THREAT Is REAL!
Plan sponsors: “We didn’t make the fiduciary threat up, it’s real” – by Ary Rosenbaum, JD “During fiscal year 2012 (October 1, 2011 – September 30, 2012) EBSA closed 3,566 civil investigations. Of these, 2,570 (72.1 percent) resulted in monetary … Continue reading
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