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Friday, October 18, 2019
HomePosts Tagged "fiduciary"

Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: [caption id="attachment_1519" align="aligncenter" width="1024"] Figure 1. 404(c)Diversification Report[/caption] Diversification addresses a plan lacking diversifying investments; it does not address overlap in the menu. It is based on adjusted similarity (the formula is right