How ERISA Section 404(c) Affects You and Your Firm’s Retirement Savings Plan

This report is an evaluation of the effect of the U.S. Department of Labor’s regulations on Retirement Savings Plans offering participant-directed investment accounts. Many defined contribution plans and virtually all 401(k) plans allow participants to direct the investments in their respective accounts. The report focuses on the Department of Labor ERIS Section 404(c) regulations which… Read more »

Currency Markets

One of the markets that few investors understand well is the global currency exchange. Most currencies are free floating, which means their relative value can adjust at any time based on the forces of supply and demand. So, when the markets deem the prospects for global growth to be weak while observing that the U.S…. Read more »

Interactive Investment Decision Making

Managing Retirement Income: An Interactive Approach Over their working lives, investors build up assets through saving, planning and investing. At retirement, the question becomes how to manage, invest, and spend their nest egg so as not to run out of money too soon. Approaches to asset accumulation while an investor is still working differ significantly… Read more »