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The Motley Fool March 9, 2007 Mary Dalrymple |
Fee, Fie, 401(k), Fum How much do you know about your 401(k) fees? |
The Motley Fool December 1, 2006 Mary Dalrymple |
Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences. |
Registered Rep. May 17, 2006 Kevin Burke |
ICI Skipper Sounds the Alarm On Retirement Savings Speaking at the 48th annual Investment Company Institute general membership meeting, ICI President Paul Schott Stevens addressed key issues concerning the $9.2 trillion mutual fund industry. Paramount among his concerns was the looming retirement wave. |
The Motley Fool December 22, 2006 Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
Investment Advisor December 2007 Elizabeth D. Festa |
Fighting the Good Fight on 401(k)s In his new book, Stop the 401(k) Rip Off, David Loeper rails against the hidden fees in 401(k) plans and attempts to arm participants with the ability to uncover the fees and approach their employer about offering less expensive funds in their plans. |
CFO May 1, 2010 Alix Stuart |
Cracking Down on Fees As legislation looms, companies can take steps now to help employees build bigger nest eggs. |
The Motley Fool July 6, 2011 Dan Caplinger |
Make Your Retirement Savings Go Further People have saved more than ever, but how can they utilize the best strategies to turn their investments into cash? |
Investment Advisor June 2008 Melanie Waddell |
ICI's Retirement Numbers The government and policymakers must work together if the 401(k) plan is going to remain the dominant private-sector device for retirement savings, according to the president of the Investment Company Institute. |
The Motley Fool August 2, 2005 |
401(k) Administration Pain Less can be more when it comes to 401(k) plan options. If you have the opportunity to help your office select a plan provider, it is well worth keeping in mind that having too many mutual fund choices is a cost, not a benefit. |
Financial Planning May 1, 2007 Weller & enkins |
The 401(k) Fee Effect The costs of 401(k) accounts are eating into Americans' retirement returns. What should be done? |
Registered Rep. May 12, 2005 Dian Vujovich |
Shareholders Speak Out at the ICI's `Shareholder First' Conference The Investment Company Institute broadcast video interviews of actual mutual fund shareholders discussing their take on the industry, which has ballooned to $8 trillion in assets from 92 million shareholders. |
The Motley Fool January 13, 2004 Selena Maranjian |
The Fund Fee Fracas Are mutual fund fees too high? |
BusinessWeek June 7, 2004 Anne Tergesen |
Does Your 401(k) Cost Too Much? Fees for your 401(k) retirement plan can take as much as 3% of the account balance each year. Watch out for conflicts of interest. |
The Motley Fool November 15, 2010 Dan Caplinger |
Stop This Dumb Fee Once and for All 12b-1 fees are a relic of a dying breed of mutual funds. |
Financial Advisor December 2003 Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
The Motley Fool March 11, 2004 |
401(k) Administration Pain The greatest enemies to your long-term savings through a 401(k) plan are excessive fees. Right now, they're circling your retirement funds, nibbling away at your savings |
CFO December 1, 2009 Randy Myers |
A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well. |
Financial Advisor September 2006 Raymond Fazzi |
Whose Advice Is It Anyway? A provision of the Pension Protection Act would directly impact the financial planning field by encouraging employers to provide advisors for their 401(k) participants. But who exactly will be doling out that advice? |
The Motley Fool June 29, 2007 Amanda B. Kish |
401(k) Plans Clear the Fog What increased retirement fund transparency means for investors. |
Registered Rep. July 20, 2007 Christina Mucciolo |
SIFMA Says Keep the 12b-1 Fees, Ad Infinitum The securities industry is fighting tooth and nail to save 12b-1 fees, which it says are a necessary part of doing business. |
The Motley Fool December 17, 2008 Brian Richards |
Save Your 401(k) Before It's Too Late Tips for making the most of your 401(k) retirement savings plan. |
The Motley Fool July 29, 2004 Selena Maranjian |
Beware of Redemption Fees There's an almost-reasonable fee funds charge, but don't get caught by it. |
Knowledge@Wharton |
How Well Do 401(k) Plans Work, and Who Benefits Most From Them? Do problems with 401(k)s still appear as bad as they did last winter? Should the system be left alone, merely tweaked, or overhauled -- perhaps converted to a kind of Super-IRA that would solve Enron-type problems by removing the employer from the process? |
Investment Advisor February 2008 |
The ETF Solution Forward-thinking companies and their advisors are increasingly allowing 401(k) plan participants to leverage the benefits of ETFs. |
Investment Advisor June 2007 |
News & Products SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k) should be showing "progress" in the next few months... The ICI released a report May 7 revealing that Americans held a record $16.4 trillion in retirement assets... etc. |
The Motley Fool August 28, 2009 Dan Caplinger |
These 4 Mistakes Will Foul Up Your 401(k) You can avoid financial disaster with some simple precautions. |
Real Estate Portfolio May/Jun 2001 Jack McAllister |
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... |
CFO May 1, 2004 Roy Harris |
Raiding the Returns Hidden costs and high fees eat into 401(k) plan benefits. |
The Motley Fool September 8, 2006 Ryan Popple |
Beware the Botched 401(k) While 401(k)s offer more control and impressive tax benefits, they also chronically underperform managed pension funds. We are going to need our 401(k)s for our future financial security, and we have to do a better job of managing them. |
CFO April 1, 2009 Lynn Brenner |
401(k)risis The stock-market meltdown has dealt a crushing blow to retirement plans. Brace for repercussions. |
On Wall Street June 1, 2009 David Lindorff |
The Most Dangerous Woman in America Ghilarducci, the 51-year-old author of When I'm 64: The Plot Against Pensions and The Plan to Save Them, is a vocal opponent of the 401(k) concept, which she charges has been a "failure at providing a secure retirement" to Americans. |
Real Estate Portfolio Nov/Dec 2003 Art Gering |
Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans. |
Financial Advisor June 2007 Sydney LeBlanc |
Are SMAs Appetizing For 401(k) plans? Essentially "do it yourself" plans, more 401(k) participants than ever before are asking for professional investment advice and a larger number of these individuals are educating themselves about their investment choices, including separately managed accounts. |
Knowledge@Wharton |
How Design of Pension Plans Influences Employee Investments With the collapse of Enron, lawmakers, regulators, financial advisors and working people are taking a hard look at 401(k) plans, which employees in many U.S. companies use to save for retirement... |
Real Estate Portfolio Sep/Oct 2002 Jack McAllister |
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. |
The Motley Fool December 17, 2008 Robert Brokamp |
The 401(k) Crisis and What You Can Do About It That thing you're using to save for retirement? Your 401(k)? It's got a lot of problems. |
The Motley Fool January 28, 2009 Dayana Yochim |
Stop Paying a Toll to Invest in Your 401(k) The fine-print fees are stealing from your retirement. |
Registered Rep. June 20, 2007 Kevin Burke |
Fund Fees Sink to Lowest Level in 25 Years, but Why? Is it the result of investor preference for lower-cost funds, increased competition among fund companies -- or fallout from the fund trading scandal? |
The Motley Fool November 29, 2010 Selena Maranjian |
What Employers Want to Do When You're Not Looking Our employers are helping us out via 401(k)s and similar retirement plans, but for most of us, that's far from enough. |
The Motley Fool July 15, 2009 Dayana Yochim |
How to Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put. |
Financial Advisor August 2007 Ken Weber |
What You Don't Know Can Hurt You As a financial advisor, you may deal with or be asked to comment upon retirement plans for your clients. Increasingly, it is becoming clear that you have a fiduciary duty -- in spirit, if not in fact -- to assist your clients in uncovering all the fees involved with their plan. |
Fast Company November 2002 Charles Fishman |
Your 401(k) Is Making a Statement What's the most powerful symbol of a troubling year in finance? There are many candidates, from disgraced Wall Street analysts to CEOs in handcuffs. But few symbols rival the unopened 401(k) statement -- a quarterly window into the personal wealth of millions of Americans. |
Financial Planning April 1, 2012 Donna Mitchell |
The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates. |
Financial Advisor June 2010 Stephen K. Davis |
What To Do About The 401(k) How do we bring better investment success to the 401(k)? For one, participants need help from financial advisors. |
BusinessWeek April 25, 2005 Howard Gleckman |
A Nest Egg That's A No-Brainer Automatic 401(k)s are taking hold in the U.S. -- and getting employees to salt more away. |
CFO May 1, 2008 Russ Banham |
Courting Disaster Confusion over 401(k) plan fees is triggering lawsuits and congressional inquiries. What can plan sponsors do to head off trouble? |
The Motley Fool June 10, 2010 Dan Caplinger |
Is This the Fix for Failed 401(k)s? ETFs are coming soon to a retirement plan near you. |
Financial Advisor June 2005 Darwin K. Abrahamson |
Avoiding Redemption Fees In 401(k) Plans Since it's indisputable that redemption fees are becoming entrenched within mutual funds at an accelerated pace, an obvious solution to avoiding redemption fees altogether is to invest in exchange-traded funds (ETFs). |
Investment Advisor March 2007 Melanie Waddell |
Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients. |
Financial Planning September 1, 2006 David Liebrock |
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. |