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401(k) Variable Annuities - 5 Reasons to Avoid Them
Over time, the cumulative effect of variable annuity wrap fees can cost a 401(k) participant hundreds of thousands of dollars in retirement. Here’s what you need to know.
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401(k) Mutual Funds – Choose Low-Cost Share Classes to Maximize Returns
Discover how choosing low-cost share classes for your 401(k) plan can significantly enhance returns and fulfill your fiduciary responsibilities.
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401(k) Revenue Sharing - 5 Reasons for Businesses to Avoid it
Revenue sharing can seem like a convenient way to pay 401(k) administration fees, but the method often leads to hidden costs for employees and employers.
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401(k) Investment Selection – Don’t Let ESG Factors Distract You
Fiduciaries should be focusing on relevant risk-return factors, including investment fees, in evaluating 401(k) investment options and not be distracted by ESG factors.
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Morningstar's Active/Passive Barometer – Takeaways for 401(k) Fiduciaries
401(k) fiduciaries can struggle to choose between active or index funds when picking plan investments. The Morningstar Active/Passive Barometer can help.
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Target Date Index Funds – The Best Investment for Most 401(k) Participants?
Target Date Index Funds may be the best investment for most 401(k) participants. They combine strong net-of-fee returns and set-it-and-forget-it convenience.
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Hughes v Northwestern: What is a "Prudent" 401(k) Investment?
When the Supreme Court re-opened the Hughes v. Northwestern University case, they didn't offer plan fiduciaries a "prudent" 401(k) investment definition. We do.
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401(k) Investments - Options for Selecting a “Prudent” Menu
Inappropriate investment selection is a top cause of 401(k) lawsuits today. This trouble can be easily avoided with some impartial investment guidance.
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Index Funds Are Indisputably Prudent 401(k) Investments - How to Pick a Lineup
Index funds from providers like Vanguard, Fidelity, or Schwab make it easy for employers to meet their investment-related 401(k) fiduciary responsibilities
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401(k) Investing – Professional Advice is Easy to Access Today
To afford retirement as soon as possible, 401(k) participants must invest appropriately. Today's professional investment advice options make doing so easy.
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