Resources -- Helpful Links & Articles

    Employee Fiduciary - Third Party Administrator

    Department of Labor - Department of Labor EBSA

    401k Help Center - 401k resource for general 401k information

    U.S. Supreme Court - information on the landmark ruling that enables individual 401k participants to sue for losses stemming from excessive fees and poor investment guidance.

    Target Funds Miss the Mark (Fortune Magazine) - recent article about the shortcomings of Target Date funds (also referred to as Lifecycle funds).

    The fallacy of active Mutual Fund performance - recent study by French & Fama about the shortcomings of active Mutual Funds.

    Benefits of Advice - highlights of a Charles Schwab 2007 study documenting the benefits of financial advice to individuals