In my weekend reading, I saw a news feed from the 401kSpecialist web site that summarized a new company 401(k) study. Here is a link to the article. The study from Phoenix Marketing International revealed that over 40 percent of company 401(k) retirement plan...
As of last week, the S&P 500 index is up around 9% so far this year. I would be willing to bet that most of the mutual funds that you currently own in your company 401(k) retirement plan account are up much less. Just a few U.S. stocks have accounted for almost...
Dear 401(k), I know that I have neglected you lately. The truth is, I have not even found the time to look over my 2016 year-end account statement. Remember that you were one of my 2017 New Year’s resolutions? I promised that I would pay more attention to you going...
If you have an IRA or a Minnesota company 401(k), you should be aware of the new U.S. Department of Labor’s (DOL) fiduciary rule that goes into effect this Friday, June 9, 2017. This new rule establishes a higher standard of care for any investment advisor who...
I meet with new individual company 401(k) retirement plan participants just about every week. The first thing I want to accomplish is to present my qualifications and experience in analyzing a company 401(k) retirement plan mutual fund menu. The second thing that...