Investment Committee Practices Can Be Difficult for Plan Fiduciaries. Investment Committee Practices can be difficult for plan fiduciaries to understand.  In many cases, individuals are appointed as a plan ...

Behavioral Finance Investor Bias Can Crush 401k Participants Behavioral finance investor bias can decimate the returns of 401k Participants. Behavioral finance investor bias can also make it difficult for ...

401k Plan Retirement Committee Keeps Retirement Plan on Track. 401k Plan Retirement Committee actions make for a stronger 401k plan. Fred Barstein, Founder and CEO of The Plan Sponsor ...

Socially responsible investing guidance is elusive for 401k plan sponsors. “The Department of Labor has problems with socially responsible investing, doesn’t it?” The client who asked me this question ...

401k Plan Investment Choices Need to be Monitored by the Numbers 401k plan investment choices come in many wrappers, sizes, and structures.  Plan fiduciaries are responsible for monitoring 401k ...

The shift from actively managed mutual funds and collective trusts (CITS) to index funds, especially in defined contribution plans like 401ks and 403bs, seem overwhelming with passive funds now ...

Armed with 15 years of data and various market cycles, S&P analysis shows that most mutual funds have trouble beating their respective indices with just one of 175 growth ...

The stunning growth of Vanguard heralding the move to passive or index funds over active investing especially in DC plans seems to be a runaway train. But is that ...

If the term “smart beta” gets you scratching your head, don’t worry, you’re not alone. But chances are, you have heard about it, at least once in the past ...

As most plan sponsors with DB (defined benefit) pension plans use a mix of active and passive funds, and most advisors recommend a combination, the move to all passive ...