Browsing Tag
401(k) Mutual Funds
74 posts
Passive Fund Products Double Their In-flow Amount
The flow has become a deluge, as investors put $27.6 billion into equity passive funds in October, more than doubling…
Fund Products Flourish One Year After Presidential Election
However one feels about the era of President Trump, the year since his election has been very good…
Why Mutual Funds Still Matter in 401ks
They’re maligned, mocked and mistreated anytime a “hot, new thing” comes along promising lower fees, better transparency and…
Fidelity Just Made a ‘Bold’ Move With Fees
They’re mad as h(eck), and they’re not going to take this anymore. After getting repeatedly spanked by their…
5 Critical Factors To Consider in Fiduciary Accounts
When selecting investments for fiduciary accounts, it’s critical to use prudent selection criteria. Some of the most widely…
2 Areas to Consider Before White Labeling 401(k) Funds
Following the long-awaited publication of the Department of Labor’s tips for target date fund fiduciaries in 2013, the…
Active Management Exodus Slows for Summer (Sort Of)
Passive management’s brutal beating of its active counterpart is apparently slowing for the summer. Mutual fund and exchange-traded…
The Fiduciary Rule’s Effect on Fund Management Outsourcing
Another effect of the fiduciary rule? A rhetorical question if there ever was one. New research from global research…
Mutual Fund Fees in 401k Plans Go Low (Again)
It’s more of the same—and that’s good. The cost of investing in mutual funds through 401k plans fell…
MFS ‘Cleans’ Its Retirement Share Classes
Fiduciary rule fallout continues, with MFS Investment Management the latest fund family to announce plans to add Class…