401(k) fees

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

Using lowest-cost share classes, performing an annual investment fund review and distributing required fee notices are among best practices.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

A participant in the company’s 401(k) plan alleges that the retail giant should have negotiated reasonable fees, but didn’t.

A participant in the company’s 401(k) plan alleges that the retail giant should have negotiated reasonable fees, but didn’t.

Between taxes and penalties on early withdrawals, many clients will only be getting 65 cents for every dollar they take out.

Between taxes and penalties on early withdrawals, many people will only be getting 65 cents for every dollar they take out.

When making retirement updates, plan sponsors should consider fees, features and fiduciaries.

It’s not just fees that are eroding retirement nest eggs. It has more to do with bad employee behaviors.

It’s not just fees that are eroding retirement nest eggs. It has more to do with bad employee behaviors.