401(k) Best Fiduciary Practices
For Plan Overseers that Take Their Fiduciary Role Seriously
In This Issue
Morningstar's Shocking News
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Morningstar Shocks [most of the] World
 
Dear 401(k) e-newsletter subscribers - this news warrants a special edition in-between quarterly e-newsletters.

On 8/25/2010 Morningstar presented research based on extensive data that said that low fees are a stronger indicator of mutual fund performance than their own "star ratings". 
 
One of the principals at Capital Directions wrote a great article on Morningstar's epiphany.   I see no reason to reinvent the wheel - this is a great article.   Capital Directions is the ERISA Section 3(38) Advisor on our plans.

Enjoy.  Click here for the article.
Until our next quarterly 401(k) issue.
 
Sincerely,

John O'Reilly
O'Reilly Wealth Advisors
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