Every 401(k) retirement plan offers a default mutual fund menu. The mutual funds selected by your employer and plan administrator. The menu of mutual funds limits the fiduciary liability issues for both parties. Individual 401(k) participants may also have a...
ETF’s are becoming a more popular option in Minnesota company 401(k) retirement plans. I think that fact is a very positive development for individual retirement plan investors. Lower annual costs and improved investment performance are the main attraction. This is...
There has been a flurry of articles lately on the Department of Labor decision to ask for more guidance on the brokerage window option in company 401(k) retirement plans. This option is often referred to as the SDBA (self-directed brokerage account). Charles Schwab...