Tag Archives: 401k
401k COST TRAP: Bundling and a Lack of Transparency
What you don’t see can hurt your investment results. Given the rules about fiduciaries (i.e. The Prudent Man Rule) and the sheer number of people looking over a 401k program before it goes into effect, one would think that these … Continue reading
Posted in Uncategorized
Tagged 401k, Edward O'Neal, investing, investors, John C. Bogle, Mark Carhard, William Jahnke
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Putting Off 401k Review Could be Costly
As part of the Department of Labor’s safe harbor requirements, plan administrators must review their plan regularly. My recommendation is that you have a comprehensive review of your plan a minimum of every five years. Most 401k plans underperform, meaning … Continue reading
Posted in plan administration
Tagged 401k, department of labor, retirement plans, safe harbor
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