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The MandMarblestone Group, llc
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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Retirement Relationship Manager MAP Retirement
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The Pension Source
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Daybright Financial
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MAP Retirement
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Has the 401(k) Fiduciary Unknowingly Put Employees in Peril?
Fiduciary News; registration may be required
June 10, 2014
"Since at least the 1990s, most 401k plan investment policy statements have incorporated the 'lessons' of Modern Portfolio Theory. In doing so, they integrated into their plan menu options -- whether they knew it or not -- the concept that volatility meant risk. Indeed, much of today's participant education programs continue to date back to that era, and investors are taught to look at their risk before all else. We now know this old paradigm has been replaced by a new paradigm that focuses on the investor's return requirement or Goal-Oriented Target."
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