401(k) Providers
Anson Blog
May 23, 2019
Some small businesses may not be prepared to benchmark processes and continuously look for and reject unacceptable investments and those associated fees.
June 26, 2017
Though not technically required by the Department of Labor, an Investment Policy Statement offers 401(k) plan sponsors well-defined criteria and principles for prudently overseeing the operations of their plan. The IPS document can provide policies for investment selection and monitoring as well as be the guide by which […]
May 5, 2017
Much of the current litigation against 401(k) providers addresses the improper allocation of fees under the Employee Retirement Income Security Act (ERISA) section 406. But is it possible that the actual argument falls under ERISA section 404, the prudence standard? How is litigating fees and litigating prudence connected? […]
April 26, 2017
Only 17% of U.S. equity mutual funds have survived and outperformed their benchmarks over the last 15 years. When it comes to choosing the funds for a company’s 401(k) plan, the truth is that the deck is stacked against the decision-maker. A study by the Wall Street Journal […]
January 25, 2017
As a company that works with both individual and institutional investing, we try to send out information that could be useful for both types of clients. For instance, our posts on diversification, emotional investing, and long-term investing can give guidance to any investor! But every now and then we will […]
Considering Morningstar a Fiduciary is a Bad Idea