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.
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
How important is it to require three years of live history before considering certain investments in fiduciary accounts. Fi360's Faustino breaks it down.
2 Areas to Consider Before White Labeling 401(k) Funds
Now that white labeling of 401(k) funds is more common with plan sponsors, many of the operational difficulties have been addressed.
Active Management Exodus Slows for Summer (Sort Of)
Active fund outflows June hit $14.6B, showing investors moved cash from equity funds while passive bond funds gained.
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 401(k) Plans Go Low (Again)
Declining 401(k) mutual fund fees show a positive trend as investors enjoy lower costs and better returns on their retirement savings.
MFS ‘Cleans’ Its Retirement Share Classes
Class R6 Shares expansion continues as MFS adds 20 mutual funds, boosting options for retirement plans and advisory platforms.
Don’t White Label 401(k) Funds—Here’s Why
If you would like to frustrate, annoy and confuse your 401(k)plan participants, then white label your 401(k) plan…
Passive Funds Flows Put Active to Shame (Again)
Passive fund flows drove strong March inflows as investors favored equity and bond ETFs, while active funds saw sharp outflows.
Why it Might be Time to Chill on Collective Investment Trusts
Gene Huxhold is trying to the slow the roll a bit on the current enthusiasm for the industry’s…