Last week, an individual company 401(k) retirement plan investment advice prospect asked me for a brief explanation of how target date mutual funds worked. I knew exactly how to respond to his request. I e-mailed the prospect a link to the article below. In February...
I came across a very informative article in Forbes this week by Edward Siedle. Mr. Siedle founded Benchmarkalert.com in 1999. He has a long reputation as a “pension detective” and a “financial watchdog” for individual company retirement plan investors. He has long...
Last week, Forbes had a great article that summarized a survey on company 401(k) retirement plan rollovers. The article was titled, “This Is What Happens To 401(k) Assets When Americans Retire.” The survey quoted in the article was released by The American College of...
There has been a flurry of articles lately on the Department of Labor decision to ask for more guidance on the brokerage window option in company 401(k) retirement plans. This option is often referred to as the SDBA (self-directed brokerage account). Charles Schwab...