The December 2014 issue of insurancenewsnet magazine published my article on “15 Minutes Could Save Your Client’s Retirement Plan”. It is always an honor and a privilege for national financial industry publications to care what I think about providing...
I have analyzed the default company 401(k) retirement plan menu for dozens of Minnesota companies. There is not much clear information available to individual company 401(k) retirement plan participants on their collective trust mutual fund menu options. Collective...
I recently read an article about a study of mutual fund performance. The study determined whether the top-performing mutual funds over three-, five- and 10-year periods could sustain their performance in subsequent periods. The final results of the study were very...
ETF’s are becoming a more popular option in Minnesota company 401(k) retirement plans. I think that fact is a very positive development for individual retirement plan investors. Lower annual costs and improved investment performance are the main attraction. This is...
It was reported by Paul Merriman at MarketWatch last week that Boeing employees left $98 million on the table in 2013. The reason is that Boeing employees did not take full advantage of the company 401(k) match funds contributions. The article quotes a Harris Poll for...
Regardless of your level of investment management sophistication, I am willing to be that you have heard or read about the concept of diversification. Even the poor quality of the resources on your company 401(k) retirement plan web site provides information on the...
