- Outsource Your 401(k) Plans Too!
You can administer this valuable benefit yourself, using Web-based 401(k) systems aimed at smaller companies. We list some offerings, and give you tips for shopping.
- When You Invest in a Mutual Fund, Dig Deeper than Past Performance
There are plenty of low-cost funds out there with above-average returns. You just have to look closely to find them. Mutual fund advertisements tell you, usually in the finest of print "Past performance is no guarantee of future results." While that statement has always been true, now's a particularly good ......
- A Mutual Fund Strategy: From the Top Down
Before you can plan a mutual fund strategy, you need to have a clear picture in your mind of your goals as an investor. You also need to determine the amount of time you have to reach those goals. Investing is time-sensitive, so you will always need to factor time ......
- Boston Ventures & Castanea Partners purchase
research company.
Boston Ventures Limited Partnership VI (Boston, MA) and private equity firm Castanea Partners (Boston, MA) have acquired Medley Global Advisors (MGA; New York) in partnership with existing management. No terms of the deal were given. MGA is a provider of policy information on monetary, fiscal, regulatory and political developments to ......
- Boston Ventures & Castanea Partners purchase
research company.
Boston Ventures Limited Partnership VI (Boston, MA) and private equity firm Castanea Partners (Boston, MA) have acquired Medley Global Advisors (MGA; New York) in partnership with existing management. No terms of the deal were given. MGA is a provider of policy information on monetary, fiscal, regulatory and political developments to ......
- Participant-Level Money Management Account Option
Defined contribution and 401(k) plan participants have long requested guidance, planning, and investment advice for their participant-directed retirement plan accounts. Although some 401(k) service providers offer assetallocation guidance and education, many plan participants desire money-management investment advice and monitoring services for their retirement plan accounts.
- 401(k) charges could shift
A Lancaster County pension adviser will not accept commissions from mutual funds when he recommends 401(k) investments to his clients, and he predicts the industry will shift toward his model to ensure fair advice. Many actors in the sprawling 401(k) industry are pocketing the commissions, which mutual funds pay out ......