DEMYSTIFYING STABLE VALUE FUNDS A WHITE PAPER FOR FIDUCIARIES OF PARTICIPANT-DIRECTED QUALIFIED PLANS This is just the executive summary. To request a copy of the full analysis, please contact us. We would love to hear your feedback. On November 8, 2011, Charles Schwab announced that they will be winding down the Schwab Stable Fund, a Read More…
NO EXCUSES A PRACTICAL ANALYSIS OF THE COURT’S RULING THAT SOUTHERN CALIFORNIA EDISON BREACHED THEIR FIDUCIARY DUTY OF CARE IN SELECTING A TOO EXPENSIVE MUTUAL FUND SHARE CLASS A trustee is held to something stricter than the morals of the marketplace. Not honesty alone, but the punctilio of an honor the most sensitive, is then Read More…