Browsing Tag
401(k) Mutual Funds
74 posts
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
Where Does the United States Rank with Mutual Fund Taxes, Regulation?
A new study ranks the United States as “below average” in mutual fund tax incentives and regulation when…
How ESG Funds Are Performing in Coronavirus Craziness
There has been tremendous volatility in the price of most asset classes since the onset of the coronavirus-related…
Mutual Fund Expense Ratios Continue Their (Sharp) Decline
When markets are down, it’s bad. When expense ratios are down, it’s good. Just how far the latter…
Equity Funds Crushed in Coronavirus Safety Stampede
Like everything else, mutual fund flows are negatively impacted by the coronavirus (or at least the reaction to…
Salesforce Sued For 401k Fiduciary Breach
Salesforce is the latest target of a class-action suit filed on behalf of plan participants alleging a fiduciary…
Long-Term Mutual Fund Flows More Than Doubled in 2019
Long-term mutual funds collected $414.6 billion in 2019, more than double 2018’s $168.3 billion, according to new research…
The Average Mutual Fund Soared in 2019
How’s your (client’s) 401k doing? Provided events in the Middle East don’t tank the markets, the January Effect…
Fidelity Fees Are Top 401k Litigation Story of 2019
Fidelity always seems to garner attention—whether it’s controversy over supposed quid pro quo or zero-fee fund options. The…
401(k) Assets Hit How Much in Q3?
Good news to close out the year, as just-released research finds total 401(k) assets surged ahead in the…