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Still More Support for Low-Fee Index Funds

Matthew O’Brien’s recent piece in The Atlantic [available here] provides another insightful commentary on the benefits of passively-managed “index” mutual funds instead of their more expensive actively-managed alternatives. Mr. O’Brien first demonstrates that most actively-managed funds perform worse than the indexes they are trying to beat — and that is particularly so if you include […]

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Stable Value Funds

Stable Value Funds have been around since the 1970s, offered as a conservative option in 401(k) plans. Most recently, they are being recommended as a safer alternative to deal with rising interest rates and falling bond funds.  Stable value funds are designed to protect principal while offering a guaranteed small yield. What’s not to love? […]

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Schlichter, Bogard & Denton 401(k) Excessive Fee Claim Against International Paper Granted Preliminary Approval

Schlichter, Bogard & Denton 401(k) Excessive Fee Claim Against  International Paper Granted Preliminary Approval On October 10, 2013, St. Louis law firm Schlichter, Board & Denton obtained preliminary approval of a $30 million settlement with International Paper Company regarding its 401(k) fee class action in Pat Beesley, et al., v. International Paper Company, et al., […]

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401(k) Fees for Mutual Funds at 15 Year Low

According to the Investment Company Institute (“ICI”), a mutual fund industry group, the average expense ratios for equity, bond, and hybrid mutual funds fell to their respective lowest levels in 2012. The ICI arrived at this conclusion by comparing the average expense ratio of each mutual fund category to data it had compiled over the […]

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Employee Protections Regarding Socially Responsible Retirement Plans

Increasingly, 401(k) and 403(b) plans have added socially responsible or environmentally green funds to lineups, as these funds have been increasingly willing to pay kickbacks — called revenue sharing — to plan recordkeepers. To the Department of Labor, these funds are part of a broad category of investments called “economically targeted investments”, which the DOL […]

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