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.
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 401(k) Fiduciary Breach
Salesforce is the latest target of a class-action suit filed on behalf of plan participants alleging a fiduciary breach over share classes.
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 401(k) 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…
Are 401(k) Participants Finally Getting It?
We know—we’re our own worst enemies, behaviorally speaking. Widely-reported analysis from the Investment Company Institute found that in…
401(k) Fee Fight! Mutual Fund Expense Ratios Fall Again
The cost of investing in equity mutual funds through 401(k) plans fell again in 2018, while the average…
Strong Market Helps Self-Directed 401(k)s Rebound
The markets bouncing back from the sharp losses experienced at the end of 2018 helped the average self-directed…
Why Change is a Must in 401(k) Investment Menus
An all-star research trio of looked at what happens when sponsors remove and replace certain fund options in their plans.