Browsing Tag
401(k) Mutual Funds
85 posts
401(k) mutual funds are pooled investment options offered within a 401(k) retirement plan. Financial advisors and RIAs help employers select an appropriate lineup of these funds and guide employees in choosing allocations that fit their goals, risk tolerance, and time horizon. Advisors also monitor fund performance, fees, and diversification to ensure the plan stays compliant and supports long-term retirement outcomes.
Mutual Fund Ownership on the Rise, and Mostly Within 401(k)s
New ICI reports show mutual funds a key driver of expanding pool of middle-class investors
More Historic Lows for 401(k) Mutual Fund Expense Ratios
New ICI report shows average equity mutual fund expense ratios incurred by participants have fallen by two-thirds since 2000
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
‘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
‘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
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
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!
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
Mutual Funds Experience Resurgence in February
Mutual funds saw a rebound for the first time since 2021, reports new research from Cerulli Associates
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