Regional Vice President of Sales The Retirement Plan Company
|
Bates & Company, Inc.
|
AimPoint Pension
|
Loan & Distribution Specialist AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Compass
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Fiduciary Best Practices: Investment Diversification for Self-Directed Accounts (PDF)
Ekon Benefits June 5, 2014 "Fiduciaries have the responsibility to provide participants with an adequate fund line-up in order to allow participants to diversify their retirement savings.... Because of the law of diminishing returns, 15-20 funds are adequate for proper diversification. Additionally, 7 asset classes may allow for the best diversification opportunity along with a real estate investment component. Further more, the number, style, and size of funds should be organized so that investors would still be diversified if they evenly divide their capital." |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |