At first glance it would appear that all target date funds with the same retirement year would function exactly like each other, but the reality is that the funds from different companies could have significantly different equity exposures.
From fee compression to increased litigation to more educated plan participants, the days of “set it and forget it” for 401k plans are over. The generally held legal interpretation is that a plan sponsor / business owner need to to benchmark their retirement plan every 3 years to stay compliant.
Learn how we use math, methods, systems, research, collaboration and common sense to construct investment portfolios to match investor's time horizon, risk tolerance & goals, and how that played a critical role in portfolio resiliency during the crisis.
We discuss specific steps for entrepreneurs & business owners to take during this crisis that will drastically increase their exposure and keep their brand alive
When properly utilized, content marketing and social media allows for an independent firm to compete with larger competitors, especially on the local level.
Listen to learn how you too can step out of your comfort zone and use self-produced videos to build a brand that resonates and connects with consumers, even in a time of crisis!