So, yes, these two completely different government and private sector roles have similarities in that they each have an important fiduciary duty overseeing others’ assets.
Market & Model Portfolios as of March 31, 2018
The markets drew perhaps more attention than usual as they started off 2018 continuing the 2017 strong returns. Of course, markets rarely continue strong rises for long periods of time. So it was not too surprising that they stopped their rise in Q1 2018. In Q1, the model portfoilios were down from 1.3% to 1.6% with the more aggressive portfolios at the favorable end of that tight range.
My Favorite! 2017 Forecasts Reviewed!!
2018 Fiduciary Education Webinars
O'Reilly Wealth Advisors offers Fiduciary Education Webinars as part of our alliance with Two West Advisors. These webinars are designed to help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under the Employee Retirement Income Security Act (ERISA) as well as applicable state laws. These webinars are also pre-approved for one HRCI or SHRM recertification hour.
Your Q4 2017 Report is Here
ERISA Attorney Ary Rosenbaum: Whole New World for 401(k) Plan Sponsors!
Hope for Your 401k Account Producing Higher *Relative* Returns
401(k) Social Media Posts November 2017
Most Common 401(k) Fund Lineup Mistakes
What Plan Sponsors Learned at our Oct 17 2017 Workshop
Your Q3 2017 Report is Here
Post Equifax Data Breach Ideas
401(k) Workshop Oct. 17 - Open for Flyer
H.U.D. Reverse Mortgage Policy Change - Short Fuse!
401(k): From possible to probable, from reasonable to competitive
So, let’s increase the level of 401(k) oversight beyond what is required! In our view plans should have “competitively low fees” (not just reasonable) and the plan should “make it probable” (not just possible) that an employee in the plan has a reasonable portfolio and therefore experiences solid growth. This can be done with no additional effort!