Sarah Simoneaux of Simoneaux and Stroud Consulting Services discusses with Mark Hebner and Tom Cock how to differentiate good retirement plans from better retirement plans.

Sarah Simoneaux, founding partner & president of Simoneaux & Stroud Consulting Services (SCS), talks to Mark Hebner & Tom Cock about the new rules of 401(k) plans that are effective on April 1st & discusses transparency and fiduciary liability of plans.

Gerard O’Reilly serves as Head of Research & Vice President of Dimensional Fund Advisors.

Bryce Skaff serves as Vice President for Dimensional’s Financial Advisor Services (FAS). He provides professional guidance and investment consultation to many of Dimensional’s strategic partners.

As a Regional Director for Dimensional, Kahne Krause works closely with IFA and other financial advisors throughout Southern California on a host of different issues, such as portfolio design, client communication, and advisory best practices.

Explore IFA.com to understand investing.

Join Mark Hebner, Tom Cock and IFA Retirement Specialist John Resurreccion as they explore the 401(k) arena, a system that has historically been opaque and fraught with hidden fees.

IFA Retirement Specialist John Resurreccion discusses how to make the investment process simple for 401(k) participants and plan administrators.

This segment kicks off w/ a report on the landmark $13 million 401(k) Fees Class Action Lawsuit against Walmart. The lawsuit pertained to high fees & lack of transparency, allegedly causing some employees to experience $220k of lost earnings opportunity.

Five dimensions of risk and return are explained in this segment: Market, Size, Value, Term, and Default.