Browsing Tag
401(k) Mutual Funds
77 posts
Key Role of 401(k) Auto-Enrollment, Employer Matching Highlighted in Study
New research from ICI and BrightScope says these mechanisms are critical to encouraging workers to save for retirement
March 4, 2025
‘Historic’ Expense Ratio Reduction at Vanguard as of Feb. 1
Largest manager of bond mutual funds and ETFs says move will save investors more than $350 million in 2025
February 3, 2025
‘Help U.S. Retire’ Advocacy Campaign Launched by ICI
New initiative will feature ads on CNBC to promote protection of the investment funds middle-class Americans rely on for retirement savings
January 16, 2025
CITs Finally Surpass Mutual Funds as Most Popular Target-Date Vehicle
After years of speculation, CITs "inched past" mutual funds to become the top target-date vehicle this year, reports Morningstar
August 12, 2024
What’s Behind a Remarkable 25-Year Milestone for Invesco’s Kevin Holt
Join Kevin Holt as we discuss large cap mutual funds, value stocks and 401(k) diversity on this episode of 401(k) Specialist Podcast!
July 22, 2024
401(k) Mutual Fund Fees Have Fallen Dramatically Since 2000
New ICI research shows lower fees have helped savers earn higher returns, balances in retirement
July 16, 2024
Mutual Funds Experience Resurgence in February
Mutual funds saw a rebound for the first time since 2021, reports new research from Cerulli Associates
April 4, 2024
Mutual Funds Turn 100 in 2024; ICI Launching National Partnership Program to Celebrate
Investment Company Institute introducing a program to commemorate an innovation that made saving and investing accessible and affordable
November 21, 2023
401(k) Assets Top $7 Trillion at 2023 Mid-Point
Quarterly ICI data released Thursday shows 4.1% increase during second quarter while total U.S. retirement assets approach $37 trillion
September 15, 2023
Report Shows 401(k) Funds Funnel Billions to Nuclear, Other Controversial Weapons
As You Sow analysis released this week finds the top 25 U.S. fund managers earn a “D” grade or worse due to investments in weapons manufacturers
July 20, 2023