 |
Target Date Funds are Only Part of the Solution
Target date funds can play a vital role in simplifying 401(k) participants’ retirement strategies, but they cannot provide the entire answer. A complete strategy includes participants’ goals and priorities, as well as a complete action plan. A complete retirement strategy designed so that participants will actually use it is now available with Klein Decisions’ K4 Plan Goals. MORE
Many K4 Fund Selection users include R-Squared in their scenarios, but they aren't sure if it should be a scoring factor or a filter. This is an important decision, because it has a major impact on scenario results. Fortunately, the choice doesn't have to be difficult. MORE
Model of the Quarter:
High Quality Intermediate Bond Funds
The best actively managed bond funds consistently beat their respective benchmarks, but the margins tend to be slim. Expenses, current income, and consistency are critical considerations. Portfolio characteristics deserve a close examination, too.
Tips from the Klein Bottle
Let K4 Tell Your Story
Everyone knows that K4 Fund Selection is a great way to evaluate and monitor funds, but did you know it can also help document your process for clients and prospects? They don't want a lot of details, but they do want to know that your fund selection and evaluation process is consistent, repeatable, and most importantly, reasonable. By following a few simple steps, you can use K4 Fund Selection's reports to easily explain your process. MORE
Ask Felix: Drifting Away
Isn't it frustrating when you select a mutual fund to represent a specific category only to see it quickly drift into another? Felix can't keep funds from bouncing around, but he can help you avoid the potential drifters. MORE
The ReKleiner
This month you will find two teasers to peruse as you Reklein for a minute at the office or home. The first one is a brief intro to our feature article on retirement plan participant success and satisfaction. The second teaser comes from our very own Felix Kleinstein. Don't miss out on the wisdom of Felix... MORE
If you would like see all of our versions of The KleinPost, please click here.