Many funds incur a substantial cost from how they go about rebalancing, possibly exceeding these funds’ total trading costs ...

“ 401 (k) administrators also have an obligation to regularly review the funds they’re offering in the plan, so if any funds ...

The target-date fund industry experienced significant growth in 2024, with total assets rising 15 percent to reach $3.97 trillion by the end of the year, according to a new report from Sway Research.

Former CAES Systems LLC employees challenging the American Century target date funds in their retirement plan saw their ...

Christine Benz of Morningstar Even if you’re not an investment collector, it’s a good bet that the number of holdings and ...

Amid recent Social Security uncertainties, employers and plan sponsors might need to ramp up efforts to secure their ...

A 401 (k) plan will typically offer a range of investments, maybe even a few dozen mutual funds. Some 401 (k) plans may also allow you to buy individual stocks, bonds or ETFs. These plans give you the ...