Historically, when asked if an employee should participate in a company sponsored 401(k) plan, the answer was almost always automatically, “Yes”. There are a couple of reasons for this. First, the majority of workplace retirement plans had some type of employer match or profit sharing contribution that allowed the employee to save more money than […]
About Matt Annalora
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Entries by Matt Annalora
While there are hundreds of various investment evaluation methodologies and models available in the marketplace, almost all rely solely on historical performance data. Some, such as Monte Carlo simulations, attempt to forecast into the future across a multitude of possible future economic conditions to determine “most likely outcomes.” However, these forecasts rely primarily on historical […]
Understanding the ins and outs of fiduciary liability is difficult at best, especially if you work in a profession that has nothing to do with retirement savings. Below, we’ve gathered a list of fiduciary liability frequently asked questions to aid you in understanding the basic responsibilities and risks associated with the role of fiduciary. Who […]
- Why is Diversification Across Asset Classes So Important?
- The Dos and Don’ts of Saving for Retirement
- Should You Contribute to an Employer-Sponsored 401(k)?
- Why Does PSI Maintain a Low Cost Fund Lineup?
- 3(21) Fiduciary vs. 3(38) Fiduciary: What’s the Difference?
- 401(k) Fiduciary Liability: Plan Fiduciary FAQs