Mutual Fund Fees

Are Managed Accounts the Future of 401(k) Defaults?

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, 401k News, Alternative Investing, benefit education, DC Plan Sponsors, DC plans, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, Ideal Plan, Improving Outcomes, investment comittee, Investment Managers, Investments, managed accounts, Mutual Fund Fees, Plan Conversion, Plan design, Regs and Regulators, Research, Target Date Fund, Target Date Funds

As retirement plans evolve, so do the default investment options offered to participants. Target date funds still dominate the market, but attention is shifting toward...

Market Volatility and 401(k) Plans: Navigating the Impact of Recent Tariff Announcements

By Fred Barstein / 401k News, Adaptability, Changing dynamics, Financial Literacy, Financial Wellness, investment, investment policy statement, Investments, Mutual Fund Fees, Passive Investments, Retirement Income, Retirement planning, tariff

Recent market volatility has many retirement plan participants on edge. President Trump’s announcement of reciprocal tariffs on global trading partners on Wednesday, April 2, 2025,...

Survey Results Shed Light on DC Plan Fees, Trends and TDFs

By Steff Chalk / Benchmarking & Monitoring Fees & Partners, ESG, investment comittee, Mutual Fund Fees, Retirement Plan Fiduciary

Survey results from the 17th annual NEPC 2022 DC Plan Trends & Fees Survey, reflect what is occurring in the DC market. Fred Barstein summarizes...

401(k) Fees Lower than IRA Alternative

By Steff Chalk / 401k News, Auto Portability, Benchmarking & Monitoring Fees & Partners, Fiduciary, IRA Roll overs and Roll ins, Latest Stories, Mutual Fund Fees, Retirement Plan Fees

401(k) fees are lower than IRA options in many cases! Research has uncovered that 401(k) fees can be lower than IRA fees by a wide...

Investment Fees Based on Participant Results

By Fred Barstein / 401ktv Genie Awards, Featured Video, Financial Advice, Investments, Investments Video, Mutual Fund Fees, Newsletter, TPSU Programs

Investment Fees Based on Participant Results Investment fees are a logical starting point for any fiduciary based conversation between a plan sponsor and an Investment...

401k Fee Transparency Difficult in Annuity Investments

By Fred Barstein / Benchmarking Fees, Featured Video, Investments, Investments Video, Mutual Fund Fees, Newsletter, TPSU Programs

401k Fee Transparency Difficult in Annuity Investments 401k fee transparency becomes much more difficult to understand when plan assets use annuity structures. Plan Sponsors struggle...

401k Plan Fiduciaries – What Do They Want?

By Fred Barstein / Compliance, Featured Video, Fiduciary, Improving Outcomes, Mutual Fund Fees, Newsletter, Plan Optimization, Plan Optimization Video

401k Plan Fiduciaries – What do They Want? What do 401k plan fiduciaries want? 401k retirement fiduciaries hope to build and oversee a good plan. ...

401k Plan Investment Fees are Easier to Accept When There is Full Disclosure

By Fred Barstein / Benchmarking Fees, Featured Video, Financial Advice, Investments, Investments Video, Mutual Fund Fees, Newsletter, Passive Investments, Retirement Income, Retirement Plan Fiduciary, TPSU Programs

401k plan investment fees are easier to accept when there is full disclosure. When participants understand the 401k plan investment fees there is better...

401k Revenue Sharing can be an Opportunity for Improvement

By Fred Barstein / Benchmarking Fees, Benchmarking Funds, Featured Video, Investments, Investments Video, Mutual Fund Fees, Newsletter, Revenue Sharing

401k Revenue Sharing can be an Opportunity for Improvement 401k revenue sharing is an important concept for all plan sponsors and plan fiduciaries. When a...

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