Browsing Tag
401(k) Fees
188 posts
Rollover Ripoff: IRA Investors Pay ‘Significantly’ More Than 401k Participants
The actual numbers are eye-popping
A ‘Win’ for Plan Sponsors, Fiduciaries as Excessive Fee Case Dismissal is Upheld
Sixth Circuit issues first published appellate opinion applying Supreme Court’s ERISA ruling in Hughes v. Northwestern
Capital Group Reduces Fees on Multiple Funds
Investment company revising initial fee breakpoints for 18 funds
The Stark Numbers Behind Americans’ Lack of Retirement Planning Access
'Services like retirement planning and decumulation become easier to scale—regardless of minimums—with digital platforms'
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
Mutual Fund Expense Ratios Fell, But How Far?
In 2021, average index equity mutual fund expense ratios were 0.06%, compared with 0.27% in 1996.
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
The Impact of Lower Cost Products and Services in 401k Plans
Change is already afoot in our industry, with mainstream awareness sure to follow
401(k) Fees Remain a ‘Black Box’ for Most Americans
Plan participants 'grossly underestimate how much they’re paying'
Top Focus of 401k Plan Sponsors in 2022? Reviewing Fees
Callan’s just-released 2022 DC Trends Survey finds 33% of plan sponsors reduced fees after their most recent analysis