mutual fund
5 Underreported 401k Stories From The Summer Of 2025
Not all impactful changes come from courtrooms or market forecasts. Sometimes the quietest adjustments happen in the administrative framework of retirement plans. This summer, two such moves stood out as underreported 401k stories that carry both promise and peril for fiduciaries.
Exclusive Interview: Maury McCoy And Cryptocurrency Basics
Discover cryptocurrency basics, from Bitcoin’s origins to its role in modern finance. Explore how crypto could reshape 401k investing with expert insights.
5 Reasons Bigger 401k Plans Are Better
Some costs can’t be negotiated. These relatively fixed costs are the same no matter the size of the plan. Bigger plans can absorb these costs over a larger asset base, meaning the per participant cost is lower.
The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)
Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.
The Dirty Secret About Collective Investment Trusts They Don’t Tell You
CITs can only be offered within the confines of a trust relationship. That means the plan itself might be structurally different than one that has an investment menu limited to mutual funds.
The 401k’s Past Is Not Its Future
The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.
When It Comes To Fees, How Does A 401k Fiduciary Measure Value?
Clearly, you wouldn’t pay more for 2 apples if you could get 3 for the same price, but would you pay more to get 2 oranges instead?
Why Are We Seeing So Little Being Written About 401k Fees Now?
Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.
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