Posts by Safe Harbor Investment Advisors, LLC
Video: DOL Hot Buttons Issues: Lessons Learned from Litigation
DOL audits can be stressful, complicated and expensive! The best way to handle one is to avoid it in the first place. Through our experience, we’ve outlined three hot button…
Read MoreBrightscope and Google Sell Data
Brightscope, a popular financial information company that rates 401(k) plans, has something in common with Google – they both know the value of data that the rest of us are all too willing…
Read MoreThe F-Word
I hate the “F” word. You know the one I am talking about – Fiduciary. 401(k) salespeople love to talk “fiduciary responsibility” – the only problem is that most of them have none. If…
Read MoreInvestments for The 99%
My guess is that the current broker on this 401(k) plan justifies his high fees by convincing folks that he can predict the seventy best mutual funds out there. Unfortunately,…
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