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Downloads


What you should know about your retirement plan from the Department of Labor.
A brief explanation of fund share classes and the fees associated with them.
A single page excerpt, from the full report (see below) on Understanding 401k fees. This page highlights the fees found in the typical 401k plan.
An in depth look at 401k fees (Full Report).
An intelligent look at Risk; Risk Tolerance and Risk Capacity.
An example of a very basic risk tolerance questionnaire. Please read the article "Risk_Tolerance.pdf" (shown above) as well— it is a good introduction to the subject of risk, and it explains the limitations of risk tolerance questionnaires.
Basic, but useful advice for those who wish to take contol of their own investments.