Browsing Tag
401(k) Mutual Funds
86 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.
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.
401(k) Fail: High-Fee Funds Do Way Worse (Again)
Any 401(k) professional with a pulse knows about the ongoing fight over low fees; tort lawyers like Jerry…
ICI: Mutual Funds Maintain Broad Appeal
The Investment Company Institute (ICI) is out with new data about (what else?) mutual funds. In two studies—“Ownership of…
Fi360’s Top Quartile Fiduciary Scores
This quarter, 29,094 mutual fund (MF), exchange-traded fund (ETF) and collective investment trust fund (CIT) investments received an…
401(k) Participants Have a Severe Fund Fee Focus
Well this is surprising. The frantic focus on fees appears to be paying off, with the “vast majority”…
Massive Mutual Fund Outflows Mark Month of June
Normal market movement, or a signal of something greater? A massive exodus from long-term, open-end mutual funds and ETFs occurred…
401(k) Mutual Fund Expense Ratios Continue to Plummet
More good news in the low-fee 401(k) fight. The cost of investing in mutual funds through 401(k) plans…
Fidelity’s #MeToo Moment Spurs Massive Headaches
Fidelity fund outflows raise concerns despite strong returns and $6.8T assets, as scandals and investor exits impact growth.
Passive Fund Products Double Their In-flow Amount
Equity fund flows surged in October with $27.6B into passive funds, doubling September’s inflows as active funds faced outflows.
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 for mutual funds and ETFs.