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Removing Hidden 401(k) Fees - What Employers Need to Know
Revenue-sharing payments are hidden fees paid to 401(k) providers by some mutual funds. By replacing these funds, employers can increase participant returns.
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401(k) Plan Design Choices to Simplify Annual Admin the Most
Proper 401(k) plan design can reduce the time employers must spend on annual plan administration by hours. We outline the simplest options to administer.
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How 401(k) Participants Can Match the Federal TSP's Low Fees
The Federal TSP is the lowest cost defined contribution plan in the US. Employers can help their 401(k) participants pay similar fees by taking two simple steps.
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Pooled 401(k) Plan Fees – A Case Study
We compared the 401(k) fees paid by pooled and single-employer plans. The pooled plan costs more due to a higher percentage of asset-based fees.
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The Ideal 401(k) Plan for Employees and Employers
The ideal 401(k) plan helps employees and employers meet their respective goals at the lowest cost. To achieve one, employers must understand their features.
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401(k) Contributions - What Workers Need to Know
401(k) plans can offer dramatically different employee and employer contribution options. Workers should understand their plan’s options to not miss out.
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The 415(c) Limit For 401(k) Plans – FAQs for Employers
The 415(c) limit caps the “annual additions” a 401(k) plan can allocate to participants each “limitation year.” To avoid violations, check out our FAQ.
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The Top 401(k) Priorities on the DOL’s Regulatory Agenda
The DOL's latest regulatory agenda includes 401(k) reform. I recommend 401(k) fiduciaries check it out to learn the DOL's priorities.
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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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Pew Finds Rolling a 401(k) to an IRA can be a Costly Mistake
A Pew study found investment expenses in IRAs to be higher than 401(k)s and the difference can cost an investor tens of thousands of dollars in retirement.
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