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Ret plan investments - self-directed


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Assessing Results After Five Years of a QDIA Lifetime Income Strategy under United Technologies Corporation's 401(k) Plan (PDF)
403(b) University Lawsuits May Impact 401(k) Self-Directed Brokerage Accounts
Recent Lawsuit Demonstrates Continuing Need for Plan Fiduciaries to Document Decision-Making Process
A Set-It-and-Forget-It Retirement? Not Exactly (PDF)
Millennials Crave Face-to-Face Advice
Are You Mentally Fit Enough to Plan for Retirement?
Selling Savings the Amazon Way
Is Your Target Date Fund Ripping You Off?
ERISA Issues for Solicitor's Fees
[Opinion] Retirement Saving: How Responsible is the 401(k) Fiduciary?
Text of Ninth Circuit Opinion Allowing Amgen Stock Drop Lawsuit to Go Forward (PDF)
What ERISA Service Providers Should Know About Money Market Reform (PDF)
Lights Out for a 401(k) Fund? Check the Blackout Rules
Information on Brokerage Windows Requested by DOL
Navigating the Minefield of Fiduciary Liability as a 401(k) Plan Sponsor
The Paternalization of Participant-Directed Plans (PDF)
Employees Ease Off on Using Investment Advisors
Can We Really Measure Risk Tolerance, or Does It Swing Too Wildly?
'Bad News Bonds' Could Increase 401(k) Fiduciary Liability
Put Your 401(k) to the Test: Does It Have the Latest and Best Features?
Defined Contribution Plan Re-Enrollment: A Fiduciary Imperative? (PDF)
Most Middle Class Retirement Savers Avoid the Stock Market
Initial Fee Disclosure Deadlines Are Behind Us, but Fee Disclosure Is Not (PDF)
Nearly Half of Americans Struggle to Find Trusted Financial Advice
$3M Settlement in Class Action Lawsuit Over 401(k) Investments
The Income Annuity Puzzle: Why Don't More People Use Them?
[Official Guidance] EBSA Press Release: Labor Department Permits 401(k) Plans to Reschedule Annual Disclosures to Employees (PDF)
[Official Guidance] DOL Field Assistance Bulletin No. 2013-02: Extension of Aug. 30 Deadline for Comparative Chart of Investment Alternatives
[Opinion] Yale Professor Notifying Particular Plan Sponsors of Upcoming Publicity of Their Investment Costs
Text of All Comments Received to Date by SEC on Proposed Uniform Fiduciary Standard for Broker-Dealers
Seven Basic Investment Concepts Every 401(k) Participant Must Understand
Text of Retail Investor Protection Act (H.R. 2374) as Approved by Committee (PDF)
DC Participants Sold Stocks in 2012 Despite Strong Equity Returns
U.S. Target-Date Fund Assets Hit $503B in 2012
The Gender Factor: How to Engage and Motivate Women in Retirement Plans (PDF)
News About 401(k) Fees Decreases Benefit All Investors But More Is Needed
An Update on 401(k) Plan Investment Issues, and Revenue Sharing in Particular
Redesigning Your Self-Directed Retirement Plan's Core Menu
Core Menu in Self-Directed Retirement Plans: What Is It Good For? (PDF)
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses in 2012 (PDF)
Is the Fiduciary Liability of Self-Directed Brokerage Options Too Great for 401(k) Plan Sponsors?
[Opinion] The Disconnected Reality of Today's Target Date Funds
[Opinion] Asset Classes in DC Plan: Should They be the Same as in a DB Plan?
[Opinion] Observations on 'The Retirement Gamble'
Adding Categories: a Sample of a New and Improved 401(k) Investment Option Menu
How Employers Can Restructure a 401(k) Investment Menu to Increase Participation
Four Proven Strategies to Reduce Choice Overload in 401(k) Plans
Is Your 401(k)'s Brokerage Option Right for You?
Why Pension Funds Are Eating Your 401(k)'s Lunch
The Perfect Fit for One-Size-Fits-All Target Date Funds (PDF)
Wagner Law Group Legal Updates in ERISA, Employee Benefits & Human Resources, May 2013
Younger Prospects Getting Cold Shoulder from Advisers
Improving Retirement Savings Options for Employees (PDF)
A Nervy Approach to Retirement Saving: Self-Directed IRAs Using Exotic Investments
Retirement Plan Participants: Comparing Concerns of Men to Those of Women
Personality Type Theories and Investing
Consumer Fact Sheet: The Basics of Investing
[Opinion] Beware of Target-Date Funds
Rethinking Target Date Funds: Fulfilling Fiduciary Responsibilities (PDF)
[Opinion] The Social Costs of Choice, Free Market Ideology and the Empirical Consequences of the 401(k) Plan Large Menu Defense

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