Browsing Tag
401(k) Advisors
333 posts
A 401(k) advisor is a financial professional specializing in employer-sponsored retirement plans, specifically 401(k)s. They guide plan sponsors (employers) in various aspects, including plan design, investment selection, employee education, and ensuring compliance with regulations like ERISA. They also help plan sponsors fulfill their fiduciary responsibilities.
Race to the Bottom? 401(k) Fees Continue to Fall
How much further can they fall? Fees associated with equity mutual funds in 401(k) plans fell again in 2015.…
Demand for Alternative Investments Remains Strong
Yeah, but what about their place in 401(k) investment menus? First they were great, and then 2008 hit…
Survey Says: Men, Women Far Apart in 401(k) Retirement Prep
Men are from Mars, women are from Venus and 401(k)s are off floating around in space somewhere. These…
Riskalyze Makes (Another) Big 401(k) Disruption Announcement
Riskalyze—the industry upstart that’s quickly evolving—announced Wednesday that it has released the latest version of its popular Autopilot…
IMCA Introduces New Online Education Offering
Who doesn’t love a compilation of greatest hits? If you need CE credit, you’d be hard-pressed to find…
Hyper-Focus on Fees Likely Harming 401(k) Participants
Call it the law of diminishing returns. A hyper-focus on low fees to the exclusion of other important…
New 401(k) Fiduciary Designation from Morningstar, ARA
Time to add more letters to the business card. Chicago-based research behemoth Morningstar has teamed with the American…
Millennials Ditch 401(k) Advisors for 401(k) Apps
Hey! Guy with the man bun, hipster beard and skinny red jeans—not cool. Millennials are ditching advisors (including…
Edison International 401(k) Saga One Step Closer to End
In a last vestige of the landmark Supreme Court case Tibble v. Edison International decided last year, two…
Jim Cramer’s Bad Take on 401(k)s — Again
Anything 401(k) related—lawsuits, rollovers, demographics, auto this and that—is sure to get attention, and CNBC deemed it necessary…