Tag Archives: 401k

Got GIPS?

An investor, fiduciary, and plan administrator walks into a bar on Wall Street. He wakes up an hour later with a huge bump on his head and his wallet gone . . . Ba dum-cha! I know, bad joke. When is … Continue reading

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401k COST TRAP: Bundling and a Lack of Transparency

What you don’t see can hurt your investment results. Given the rules about fiduciaries (i.e. The Prudent Man Rule) and the sheer number of people looking over a 401k program before it goes into effect, one would think that these … Continue reading

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Putting Off 401k Review Could be Costly

As part of the Department of Labor’s safe harbor requirements, plan administrators must review their plan regularly. My recommendation is that you have a comprehensive review of your plan a minimum of every five years. Most 401k plans underperform, meaning … Continue reading

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