Investment Selection — Blog — Retirement Plan Advisors

Recessions

Economic indicators are both useful and unreliable at the same time. They are, as an old friend of mine used to say, “...a relatively accurate predictor of something that’s already happened.”

Asset Allocation, Financial Planning, Investment Selection, Market Volatility, Risk Management, Risk Tolerance, Economy, Economic Cycles, RecessionTony KippinsSeptember 11, 2019

Does Your Company's 401(k) Plan "Fit" Your Business? 5 Things to Consider

No two businesses are exactly alike. (We know, we know: that observation has been marketed to a slow, inevitable death in the Valley of Clichés.) But the fact remains: different businesses have different needs, especially when it comes to their 401(k)s.

401(k), Department of Labor, Education Policy Stmt., Employee Education, Fiduciary, Investment Policy Stmt., Investment Selection, Plan Design, Plan Fees, Plan Sponsor, Portfolio Diversification, Risk Tolerance, Risk Management, Small BusinessLauren MorrisMarch 29, 2018Retirement Plan Advisors

How to Develop a Successful Participant Education Program

Just as an Investment Policy Statement outlines the investment expectations for the plan, an Education Policy Statement should define the educational intentions of the plan.

401(k), Employee Education, Investment Selection, Plan Sponsor, Education Policy Stmt.Lauren MorrisMarch 11, 2015

Taking Control of Your 401(k) Plan with an IPS

A good IPS is a living, breathing document that shifts with long-term investment market trends and changes in employee demographics.

Investment Policy Stmt., Fiduciary, 401(k), Department of Labor, Investment SelectionLauren MorrisJuly 24, 2012