Bernartzi & DeCenzo, LLC

• Save More Tomorrow: Using Behavioral Economics to Increase Employee Savings
• Using Behavioral Economics to Improve Diversification in 401(k) Plans: Solving the Company Stock Problem
• How Much Is Investor Autonomy Worth?
• Excessive Extrapolation and the Allocation of 401(k) Accounts to Company Stock
• Naïve Diversification Strategies in Defined Contribution Saving Plans
• Risk Aversion or Myopia? Choices in Repeated Gambles and Retirement Investments

Unified Trust Company

• The Future of Qualified Plans
• Goofy Doctor Plans
• The Legality of Kickbacks
• Doctors, Your Biggest Risk May Not Be Medical
• Do It Yourself Investors Don't Do Well

Reish Reports

• Wanted: Someone to Blame

Scott Simon

• Illuminating the "Broad Range" Requirements of ERISA Section 404(c) With the Language of Modern Portfolio Theory Found in the Uniform Prudent Investor Act
• A Step Beyond ERISA Section 404 (c): Improving on the Participant-Directed 401(k) Investment Model
  
• The Fiduciary Duties of a Registered Investment Advisor
  
• In Indexing We Trust: Passive Investing Appears to be the Standard for Investing and Managing Trust Portfolios
  
• Index Mutual Funds: The Best Investment Strategy for Complying with the California Uniform Prudent Investor Act
  
• Managing Risk vs. Picking Investment Winners
  
• Diversifying Risk is the More Dependable Way to Increase Return
  
• The Critical Difference Between a Stockbroker and Registered Investment Advisor
  

Scott Simon's Morningstar Fiduciary Focus

• Dec 2003 - Introduction
• Jan 2004 - It's Process, Stupid!
• Feb 2004 - It's Process Stupid! (Part 2)
• Mar 2004 - We Ain't Got No Fiduciary Duties
• Apr 2004 - Providing Advice to 401(k) Plans
• May 2004 - How to Bring Value to 401(k) Sponsors
• June 2004 - Protection Offered by ERISA Section 404(c)
• July 2004 - The Solemn Obligations of a Fiduciary
• Aug 2004 - The Catch-22 of Investment Return
• Sept 2004 - A Counterintuitive Lesson
• Oct 2004 - Modern Prudent Fiduciary Investing and Investment Risk
• Nov 2004 - Modern Prudent Fiduciary Investing (Part 2)
• Dec 2004 - Modern Prudent Fiduciary Investing (Part 3)
• Jan 2005 - A Commonsense Approach to Investing
• Feb 2005 - Active vs. Passive Investing
• Mar 2005 - Active vs. Passive Investing (Part 2)
• Apr 2005 - Active vs. Passive Investing (Part 3)
• May 2005 - Active vs. Passive Investing (Part 4)
• June 2005 - Active vs. Passive Investing (Part 5)
• July 2005 - Active vs. Passive Investing (Part 6)
• Sep 2005 - The Pension Consultant Shell Game
• Nov 2005 - The Pension Consultant Shell Game (Part 2)
• Jan 2006 - Risk of Self-Directed Brokerage Accounts in 401(k)s
• Mar 2006 - The Pension/401(k) Hybrid
• Apr 2006 - Diversifying Risk vs. Stock-Picking
• May 2006 - Non-Fiduciary Investment Consultants
• June 2006 - Non-Fiduciary Investment Consultants (Part 2)
• July 2006 - Non-Fiduciary Investment Consultants (Part 3)

Books

Retirement Success -- A Complete Instruction Guide for Plan Sponsors and Their Advisors

Click here to see the jacket description, synopsis, & table of contents
 
List Price: $40.00
Our Price: $21.00.  The book is free to qualified plan sponsors.

Order your copy today by calling toll-free: (866) 838-401k.  

The Defined Contribution Handbook

Click here to see the jacket description, synopsis, & table of contents
 
List Price: $49.95
Our Price: $21.00.  The book is free to qualified plan sponsors.

Order your copy today by calling toll-free: (866) 838-401k.