Browsing Tag
401(k) Fees
188 posts
U.S. Fund Fees Steadily Declined in 2022
Morningstar finds the asset-weighted average expense ratio of U.S. funds fell from 0.40% in 2021 to 0.37% in 2022
August 10, 2023
Why Digital Recordkeepers are Poised to Disrupt the Retirement Plan Market
Retirement Planscape report from Escalent identifies plan sponsor pressures, ranks likelihood of which digital recordkeeper firms they will consider for their 401(k) plan in the next 12 months
July 7, 2023
Mandated Fee Disclosures: Participants Pay … But Get Little in Return
What would you change?
April 11, 2023
Legislation, Regulation, Litigation Driving Change in 401(k) Plans: Callan
Just-released Callan 2023 Defined Contribution Trends Survey paints detailed picture of challenges and opportunities facing DC plan sponsors
March 28, 2023
401(k) Plan Fees Declining, But Small Plans Still Pay More
Just-released 23rd edition of the 401k Averages Book provides non-biased, comparative 401(k) average cost information
February 21, 2023
RetireOne Partners with Nationwide to Distribute Guaranteed Income Solutions
Addition of advisory solutions expands RetireOne's fiduciary marketplace of insurance and annuity products
December 15, 2022
401k Plans Still on Trial: Even if You Hire BlackRock
Sadly, we live in a world where if you are a large plan sponsor, you are a target, says Josh Cohen of PGIM DC Solutions
November 21, 2022
Cerulli Sees Increased Recordkeeper, Advisor ‘Coopetition’
Recordkeepers will need to balance satisfying plan advisors and maintaining relationships with aggregators
September 19, 2022
intellicent’s Grant Arends Adds Another ‘F-Word’ to 401k Fees, Funds, and Fiduciary
It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the…
July 20, 2022
The 401k as an ‘Asset Magnet’: Helping to Avoid Rollover Ripoffs
Features of specific value to active and term vested/retired participants include ...
July 5, 2022