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