CommonSense InvestSense
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CommonSense InvestSense- Is Your 401(k) Plan Truly Acting in the Best Interests of the Plan Participants?: Evaluating Your 401(k) Plan with the Active Management Value Ratio and Fiduciary Prudence Forensics
- InvestSense 101: Assets Under Management…or Mismanagement? – Separating Fact From Fiction
- Battle of the Best Interests: Why the Financial Services Industry Opposes a True Fiduciary Standard and Genuine Investor Protection
- 1+1=34: A Step-by-Step Guide to Wealth Management and Preservation Using the Active Management Value Ratio
- At What Cost?: Annuities, Cryptocurrency, and 401(k) Plans
- “CommonSense InvestSense”- Simplifying Prudent Investing with the Active Management Value Ratio™
- “At What Cost” – Annuities and Cryptocurrency vs. Wealth Preservation and Investor Protection
- “The Lie of the Pie” – Mutual Fund Marketing “Trickeration”
- Upon Further Review-Rethinking the Investment Decision-Making Process
- The Active Management Value Ratio™ 3.0: Maximizing Cost-Efficiency to Improve Investment Returns and Wealth Preservation
Category Archives: retirement readiness
Is Your 401(k) Plan Truly Acting in the Best Interests of the Plan Participants?: Evaluating Your 401(k) Plan with the Active Management Value Ratio and Fiduciary Prudence Forensics
James W. Watkins, III, J.D., CFP EmeritusTM, AWMA® Most pension plans use mutual funds as the primary investment options within their plan. The Restatement of Trusts (Restatement) states that fiduciaries should carefully compare the costs and risks associated with a … Continue reading
Posted in 401k, Active Management Value Ratio, AMVR, annuities, Consumer Protection, cost efficient investing, cost-effficiency, defined contribution plans, ERISA, Fiduciary, fiduciary prudence, fiduciary responsibility, Fiduciary Standard, Investment Advisors, Investment Portfolios, investments, Investor Protection, pension plans, plan sponsor, Retirement, Retirement Plan Participants, Retirement Planning, retirement readiness, Uncategorized, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation
Tagged 401k, Active Management Value Ratio, defined contribution plans, due diligence, ERISA, ERISA litigation, forensic analysis, investments, investor protection, mutual funds, plan sponsor, risk management
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At What Cost?: Annuities, Cryptocurrency, and 401(k) Plans
For many people, their 401(k) or 403(b) accounts are their primary retirement savings. So, it’s only natural that they want their 401(k) or 403(b) plan to offer investment options that are truly in their best interests and their beneficiaries’ best … Continue reading
Posted in 401k, Active Management Value Ratio, AMVR, Consumer Protection, cost efficient investing, cost-effficiency, Equity Indexed Annuities, ERISA, Estate Planning, Fiduciary, fiduciary prudence, fiduciary responsibility, Fixed Indexed Annuities, investing, Investment Advice, Investment Fraud, investments, Investor Protection, pension plans, plan sponsor, Portfolio Construction, portfolio planning, Retirement, Retirement Plan Participants, retirement readiness, Uncategorized, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, 403b, 403b investing, investing, investment advice, investment portfolios, investments, investor protection, plan sponsor, portfolio construction, Retirement, retirement plan participants, retirement planning, retirement readiness, wealth management, wealth preservation
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CommonSense InvestSense 