The thinking behind how moving from mutual funds to ETFs and commingled trusts saves 401(k) participants money.
One of the signs of age seems to be the gradual transference of cultural icons from one’s youth into, shall we say, unexpected venues: Led Zeppelin riffs underpinning a Cadillac commercial, Dennis Hopper touting retirement alternatives, “the Fonz” hawking reverse mortgages, and, more recently, Lee Majors of “The Six Million-Dollar Man” fame pitching hearing aids!
A recent revenue-sharing case could have far-reaching implications. That case, Tibble v. Edison International, was decided several weeks ago. What I found most interesting about this case wasn’t the decision, or the court’s rationale, though both certainly will have ramifications beyond this case.
Articles that appeared in the UpFront section of the magazine.
We all have them: Those front-line experiences that are inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events. Sometimes those stories are tragic, sometimes they are bizarre, and sometimes—admit it—they are just plain funny.
How Will Participants Respond to Fee Disclosure?
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A focused approach stands out for U.S. growth managers.
Schwab’s Jim McCool calls for change in 401(k) plan focus.
New fee disclosure regs aim to help plan sponsors, participants
Keeping 401(k) plans in line
IRS focuses on plan compliance.
Target-date funds and modern portfolio theory.
What does the interim final rule mean for grandfathered plans?