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.
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.
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.
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.
Step 8 of the 12-Step Program teaches the difference between systematic and unsystematic risk, how concentrating stocks in a portfolio doesn't pay, and why it's better to own thousands of companies instead of just a few.
10 min
About Index Fund Advisors - Podcast
From the publisher's feed
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv…
provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.