Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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How We Rescued Retirement Savings from the 401(k) Frankenstein Created by an Infatuation with the 'Style Box'
Fiduciary News; free registration required May 19, 2020 "In 1992, Morningstar introduced their 'Style Box' format. This simple nine-box square offered an easily digestible way for investors to understand the differentiating characteristics of the mutual funds they held.... And, almost overnight, the 401(k) industry changed.... Not only did the infatuation with style boxes lead to plan designs which arguably hurt investors, it has ended up encouraging a form of behavior among portfolio managers that can harm investment performance.... After all these years, 401(k) plans have returned to the original concept of mixed asset lifestyle portfolios." |
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