Entries by Matt Annalora

Why Does PSI Maintain a Low Cost Fund Lineup?

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 […]

401(k) Fiduciary Liability: Plan Fiduciary FAQs

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 […]