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Pew Finds Rolling a 401(k) to an IRA can be a Costly Mistake

Pew Finds Rolling a 401(k) to an IRA can be a Costly Mistake

By: Eric Droblyen

August 2nd 2022

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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Target Date Index Funds – The Best Investment for Most 401(k) Participants?

Target Date Index Funds – The Best Investment for Most 401(k) Participants?

By: Eric Droblyen

July 5th 2022

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

Hughes v Northwestern: What is a "Prudent" 401(k) Investment?

By: Eric Droblyen

February 2nd 2022

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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'Hidden' 401(k) Fees – What Business Owners Need to Know

'Hidden' 401(k) Fees – What Business Owners Need to Know

By: Eric Droblyen

January 6th 2021

Hidden administration fees increase the cost of investing for 401(k) participants - reducing their returns. Here are the most common and how to uncover them.
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401(k) Investments - Options for Selecting a “Prudent” Menu

401(k) Investments - Options for Selecting a “Prudent” Menu

By: Eric Droblyen

September 30th 2020

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 Are Indisputably Prudent 401(k) Investments - How to Pick a Lineup

By: Eric Droblyen

March 4th 2020

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

401(k) Investing – Professional Advice is Easy to Access Today

By: Eric Droblyen

February 19th 2020

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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Revenue Sharing - 5 Reasons for 401(k) Fiduciaries to Avoid it

Revenue Sharing - 5 Reasons for 401(k) Fiduciaries to Avoid it

By: Eric Droblyen

July 24th 2019

Revenue sharing makes it harder than necessary to meet 401(k) fiduciary responsibilities. Employers should pay direct 401(k) fees instead.
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The SPIVA Scorecard – A Must-Read for 401(k) Fiduciaries

The SPIVA Scorecard – A Must-Read for 401(k) Fiduciaries

By: Eric Droblyen

July 10th 2019

The SPIVA Scorecard measures the percentage of active funds that outperform their market benchmark over specific periods of time, net of fees. Most don't.
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401(k) Mutual Funds – Pay Attention to Share Class!

401(k) Mutual Funds – Pay Attention to Share Class!

By: Eric Droblyen

May 1st 2019

Mutual funds are often available in multiple share classes. To serve the best interest of 401k participants, the least expensive share class should be used.
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