Top 20 Countries by ‘Retirement Security’
“We’re No. 17! We’re No. 17!” Those happy Scandinavians took the top spots (again) in retirement security, with Norway, Iceland, and Sweden all appearing in…
Fiduciary
The Risk of 3(38) Fiduciary ‘Flexibility’
There are many reasons that a plan sponsor and/or a plan advisor would look to engage an investment manager under section 3(38) of ERISA. The…
Will High 401ks Fees Return?
Yes, many would argue they haven’t left, but recent court cases and greater 401k plan participant awareness have placed distinctly downward pressure on retirement plan fees….
T. Rowe, Mesirow Make Big 401k Fiduciary Announcement
The “3s”—meaning 16, 21 and 38—are all the rage at the moment, and for good reason. Fiduciary regulation and fee litigation are driving more awareness,…
Rollovers
How to Save Time Comparing 401k Rollover Fees
The size and viability of the 401k rollover market is as confusing as ever, especially considering the on-again/off-again (and on-again and off-again and …) fiduciary…
Ridiculously Bad Advice on the 4 Percent Retirement Rule
401k Rollovers, Not Contributions, Dominate IRA Assets
The 401K Practice
Top 20 Countries by ‘Retirement Security’
“We’re No. 17! We’re No. 17!” Those happy Scandinavians took the top spots (again) in retirement security, with Norway, Iceland, and Sweden all appearing in…
Big 401k News from Betterment for Business
What’s Happening with Company 401k Contributions?
Client Acquisition
Young 401k Participants are Worried, Here’s Why
Surprise (or not)—what Millennials say isn’t what they necessarily do. A generation that claims money isn’t as important as quality of life is nonetheless lying…
Millennials: Using 401k Plan Design, Education to Support Different Dreams
What it Takes to be a 401k ‘Super Saver’
Investments
Active Management Exodus Slows for Summer (Sort Of)
Passive management’s brutal beating of its active counterpart is apparently slowing for the summer. Mutual fund and exchange-traded fund (ETF) asset flows for June show…
Why Roth Tax Math Works in 401ks
