401k Fees And Performance
Whitepapers & Reports
How Adviser Complacency Costs You
The key to outperforming the market lies in not following the herd but taking advantage of buying opportunities. A retirement plan adviser who prioritizes client communication and participant education is key to help navigate volatility. Periods of market uncertainty are the exact right times to scrutinize your adviser because you may have the most to gain or lose.
401k Fees And Performance
Whitepapers & Reports
How a "Set It And Forget It" Strategy Can Hurt Long-Term Returns
A “Set it and forget it” strategy to managing your 401(k) has the potential to miss opportunities, costing you and your employees significant returns. As the world changes, so should your funds. A fund may have seemed like the right one based on its track record when it was chosen. But because performance, strategies, managers and fees change regularly, the best fund today may not be the best fund tomorrow.
401k Best Practices
Whitepapers & Reports
Maximize Your Retirement Savings with a Flexible 401(k) Profit Sharing Plan
Small Business Owners: Maximize Your Retirement Savings Using a 401(k) Profit Sharing Plan
If you’re a business owner looking to maximize your retirement savings, a 401(k) alone may not be enough to create the nest egg you want. However, there are additional features that can be added to your company 401(k) that can increase your 401(k) contribution limits—and make it easier to reward your employees.
401k Fees And Performance
Whitepapers & Reports
Report: U.S. Job Market and 401(k) Impacts
2018 report on the U.S. job market and 401(k) impacts for business owners competing in today’s economy. Key topics include: where we are in the labor market cycle, how the economy’s strength is reflected in the labor market, employment trends by state and industry, and how a 401(k) plan can help your business thrive.
401k Best Practices
Whitepapers & Reports
Understanding Retirement Plan Fees and Expenses
As an employer offering a retirement plan, you are helping your employees achieve a secure financial future. Your decision making will include selecting plan investments, investment options and service providers. When you make these choices, cost will be a key component. This whitepaper by the DOL will help you better understand and evaluate your plan’s fees and expenses. Understanding Retirement Plan Fees and Expenses is a document of the U.S.…
401k Best Practices
Whitepapers & Reports
401(k) Fee Transparency
Clear up your 401(k) fees and uncover what you and your employees are paying for your 401(k) plan. Unfortunately, complex fee structures make that easier said than done. This paper explains why it’s crucial to take the time to review and understand your company’s fees, what the three main “fee buckets” are, who actually pays these costs, and how the types of funds you have in your 401(k) plan can affect your fees.
401k Best Practices
Whitepapers & Reports
The 401(k) Plan Manager’s Guide to Behavioral Finance and Investment Evaluation
When it comes to mutual fund evaluation, there are five common biases that make it difficult for employers and advisers alike to get a complete picture of each option and appropriately compare the funds to others. It also reviews how employers can avoid them when evaluating investment options for their company’s 401(k) plan. Learn about how you can anticipate and overcome these biases to make good decisions for your plan and your employees.
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