Aug 22
 

 


The 401(k) Specialist (blog)

7 Reasons to Re-enroll 401k Participants
The 401(k) Specialist (blog)
Over time a 401k's fund lineup changes. New funds are added and poor-performing funds are deleted. Participants who are not diligent about reviewing their allocations could end up with balances that are too-highly concentrated in a few funds or

 


 
Aug 22
 

 


The 401(k) Specialist (blog)

7 Reasons to Re-enroll 401k Participants
The 401(k) Specialist (blog)
Over time a 401k's fund lineup changes. New funds are added and poor-performing funds are deleted. Participants who are not diligent about reviewing their allocations could end up with balances that are too-highly concentrated in a few funds or

 


 
Aug 22
 

 


The 401(k) Specialist (blog)

A Critical HSA Liability (and Opportunity)
The 401(k) Specialist (blog)
Too many 401k advisors instinctively overlay 401k menus onto advisor-friendly HSA platforms. It's not a surprise; advisors have sweated over fees, glide paths, performance, asset allocation, active vs. passive approaches and other technical details in

and more »

 


 
Aug 22
 

 


The 401(k) Specialist (blog)

A Critical HSA Liability (and Opportunity)
The 401(k) Specialist (blog)
Too many 401k advisors instinctively overlay 401k menus onto advisor-friendly HSA platforms. It's not a surprise; advisors have sweated over fees, glide paths, performance, asset allocation, active vs. passive approaches and other technical details in

and more »

 


 
Aug 21
 

 


The 401(k) Specialist (blog)

High Fees Flourish When Good 401k Advisors Do Nothing
The 401(k) Specialist (blog)
And so it goes—while the vast majority of brokers, insurance agents, and so-called experts stand more than idly by, plan sponsors face a potential Armageddon of legal challenges from 401k mismanagement and failure monitor. The financial media's focus

 


 
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