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Beyond Reproach: Actualizing a Client\'s Deepest Social Values
July 6, 2010
David B. Loeper, written for Transitions Magazine

Financial Reform Bill Will Shaft Consumers
June 25, 2010
David B. Loeper, written for Forbes.com

The debate goes on: To Roth or not to Roth?
April 4, 2010
An edited transcript of an InvestmentNews.com webcast held in New York on March 9. Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper.

Your Clients\' Lives Are NOT a Game
March 30, 2010
David B. Loeper, written for Advisor Perspectives

No Shell Game? Then What Is It?
March 16, 2010
David B. Loeper, written for Advisor Perspectives

Beyond Reproach: Are You a Fiduciary?
March 3, 2010
David B. Loeper, written for Transitions Magazine

Breaking the Track Record Addiction to Build a Practice that is "Beyond Reproach"
February 2, 2010
David B. Loeper, written for Transitions Magazine

Keeping Your Resolution to Build a Practice That is "Beyond Reproach"
January 6, 2010
David B. Loeper, written for Transitions Magazine

BEYOND REPROACH - A New Year, a New Vision and a New Practice that is "Beyond Reproach"
December 1, 2009
David B. Loeper, written for Transitions Magazine

To Roth or not to Roth, That is the Question
December 1, 2009
David B. Loeper, covered by Advisor Perspectives, originally published on financeware.com

The Difference between Measuring and Managing Investment Results
November 30, 2009
David B. Loeper, covered by Horsesmouth, originally published on financeware.com

401(k) Fee Disclosures Are Coming
November 3, 2009
David B. Loeper, written for The Dow Jones Newswire

The Prudent Man versus the Prudent Expert
November 1, 2009
David B. Loeper, written for The Registered Rep.

BEYOND REPROACH - Ethics, Integrity, and Trust
November, 2009
David B. Loeper, written for Transitions Magazine

401(k) Participants, Advisors Hurt By High Fees
October 8, 2009
FA Magazine

Retirement Plans Torpedoed Despite Rally
August 24, 2009
Joe Mont, The Street

Also covered in:
Yahoo Finance

The Compound Return Shell Game
August 21, 2009
David B. Loeper, written for Forbes.com

Broker/Dealer Briefing: Fidelity Enhances Broker Workstation
August 1, 2009
James J. Green, Investment Advisor

How Much Is Your 401(k) Costing You?
July 29, 2009
Robert Brokamp, written for GetRichSlowly.org

10 ways to rate your financial adviser
May 26, 2009
Claes Bell, Bankrate.com

Also covered in:
CNBC.com

Yes, you can keep 401(k) costs in check
May 18, 2009
Scott Burns, Dallas Morning News

A Response to "Odds on Imperfection: Monte Carlo Simulation"
May 12, 2009
David B. Loeper, written for Advisor Perspectives

It\'s time to \'fix\' the 401(k) plan
April 26, 2009
David B. Loeper, written for Investment News

Retiring? Read these books
April 25, 2009
Associated Press, BradentonHerald.com

10 Ways to Lower Retirement Costs
April 13, 2009
Emily Brandon, U.S. News & World Report

The Difference between Measuring and Managing Investment Results
March 3, 2009
David B. Loeper, written for Advisor Perspectives

Stop Your 401(K) From Robbing Your Savings
March 1, 2009
Dayana Yochim, The Motley Fool

Podcast of Radio Interview with Vince Rowe
February 27, 2009
The Vince Rowe Radio Show, KJCE 1370AM, Austin, TX

The 5 Biggest Lies on Wall Street
February 19, 2009
Michael Brush, MSN Money

Diversification - When More Is Less
December 16, 2008
David B. Loeper, written for Advisor Perspectives

Also covered in:
IMCA - Industry Spotlight Series

Responses to letters on Diversification - When More Is Less:
Advisor Perspectives

Get Ready for the 401(k) Wars
September 10, 2008
Laura Rowley, Yahoo Finance

When Will Objectivity Enter the Active vs Passive Debate?
August 19, 2008
David B. Loeper, written for Advisor Perspectives

Challenges Mount for 401k Fiduciaries
July 29, 2008
Robert Huebscher, Advisor Perspectives

Parking 401(k) at old job could be best way to go
July 27, 2008
Janet Kidd Stewart, Chicago Tribune

This Summer Finance Reading Is too Hot for Beach
July 21, 2008
John F. Wasik, Bloomberg

Also covered in:
NY Daily News
Boston.com

Truth in Labeling - New Research from FundGrades
July 8, 2008
Katie Southwick, Advisor Perspectives

Financial advisers, sponsors offered new yardstick for retirement plan fees
May 26, 2008
Sue Asci, InvestmentNews

The High Cost of 401(k) Fees: How Much Are You Paying?
May, 2008
Mary Beth Franklin, Kiplinger.com

Retirement Income; Facing Health Care Costs
March 24, 2008
Andrew Coen, Investment News

401(k) Questions, Answered
March 5, 2008
Kimberly Palmer, U.S. News and World Report

Excessive Fees Put Bite on Retirement
February 18, 2008
Terry Savage, Chicago Sun-Times

Also covered in:
Creators.com

Ask an author: David Loeper here to answer your 401k questions!
February 18, 2008
Forum, Wisebread.com

Is Your 401(k) Plan Ripping You Off?
February 17, 2008
Terry Savage, Chicago Sun-Times

"The Fee Fighter", p. 25
January, 2008
Money Magazine

Fighting the Good Fight on 401(k)s
December 1, 2007
Elizabeth D. Festa, Investment Advisor

FundGrades: Exposing the Weaknesses in Peer Group Comparisons
December, 2007
Advisor Perspectives

Advisor Perspectives - Our Analysis of FundGrades
December, 2007
Advisor Perspectives

Beware Excessive Fees on Target-Date Funds
November 9, 2007
Christopher Sahl, The Street

Time for Employers to Cut Cord to 401(k) Plans
November 5, 2007
John F. Wasik, Bloomberg

Also covered in:
Washington - News Tribune

Tracking Error and the Efficient Frontier
October 31, 2007
Brian C. Blanchett and David M. Blanchett, IndexUniverse.com

Retirement plan fees receive increased scrutiny
October 29, 2007
Janice Fioravante, The Christian Science Monitor

Also covered in:
Benefits Link Newsletter

Fees can pile up with 401(k) plans
October 28, 2007
Joe Ruff, Omaha World-Herald

New Tools Arrive to Rate Mutual Funds, ETFs
October 27, 2007
Eleanor Laise, The Wall Street Journal (Subscribers may access the article through the WSJ site)

Also covered in:
ETF Trends
Small Business Boomers

Advisers Offered New Rating Yardstick
October 15, 2007
Sue Asci, InvestmentNews

Are 401(k) Fees Costing Employees?
August 30, 2007
Andrew Cannarsa, The Examiner

Many fees hidden for 401(k)s
August 13, 2007
Pamela Yip, Dallas Morning News

Also covered in:
The Barre Times Montpelier Argus
Denton Record-Chronicle
North Carolina - Star News
The Providence Journal
Steamboat Pilot & Today
Texas Cable News
World News Network

Some VA-related costs in 401(k)s are exorbitant, according to critics
April 9, 2007
Kathie O\'Donnell, InvestmentNews

Comments on 401(k) Fee Disclosures to the U.S. Department of Labor
David B. Loeper, CIMA®, CIMC®


Streaming Audio and Video Interviews

March 7, 2008: Chris Witting, of InfoTrak, interviewed David Loeper about excessive fees and expenses in today\'s 401(k) industry. Click here to listen to the interview.

January 29, 2008: Garrett Sutton, of Success DNA\'s Wealth Talk America, spoke with David Loeper on "Stop the 401(k) Rip-off!" Visit Success DNA to listen to listen to the interview.

January 24, 2008: David Loeper was interviewed about the 401(k) Ripoff live on KVVU-TV\'s morning show in Las Vegas. To view the interview, click here.

January 11, 2008: Paul Merriman, host of Sound Investing, interviewed David Loeper about 401(k) plans and fees and his new book. To listen, click here to download and listen to the interview.
Also linked in:
StreetIQ

November 26, 2007: Michael Dresser, host of "Authors, Answers and Solutions," interviewed David Loeper to talk about his new book "Stop the 401(k) Rip-off!" To listen, click here to directly open the interview.

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