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Retirement Plan › 401k › Index Funds

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The truth about index funds and fee disclosure

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I’ve always been a big fan of index funds, probably more so when exchange-traded funds became a thing. From experience, most funds fail to meet the benchmarks. Yet, I grew up in the retirement plan business when it was...more

Holland & Knight LLP

Low-Cost Index Funds in the Crosshairs of New 401(k) Lawsuits

Holland & Knight LLP on

Since late July, at least 10 lawsuits have been filed against large 401(k) plan sponsors that offer certain BlackRock Inc. target-date funds (TDF) among their investment options. In an unexpected pivot away from the 401(k)...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

MetLife sued over proprietary index funds in 401(k) plan

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When you’re a financial services company that offers proprietary mutual funds within your 401(k) plan, expect to get sued....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

All points lead to more index funds in 401(k) plans

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Thanks to the new Fiduciary Rule, I believe that you’re going to see more index funds in 401(k) plans. However, that’s no surprise because that‘s the way we’ve been heading now for the past 15+ years....more

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