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.
Plan Providers Biased Toward Their Own Mutual Funds: Pension Research Council
Gee …who would have thought? A new paper from the Pension Research Council investigates whether mutual fund families…
Islamic Funds Struggle in Short-Term, Have Long-term Growth Potential: Thomson Reuters
While popular in certain parts of the world, Islamic mutual funds, or those that invest according to tenets…
SEC’s Stein Takes Aim at Alternative Mutual Funds
Securities and Exchange Commissioner Kara Stein is starting to see “some cracks in the foundation” of the regulatory…
Vanguard CEO: ‘The Tax Threat to Your Mutual Fund’
Too big to fail; the catchphrase is about as hackneyed and trite as “where’s the beef?” and “show…
Target-Date Funds Dominate 401(k) Investments
They’re controversial and initially failed to perform to expectations. While this could describe many investment products currently available,…