More Investment Fee Debates…

April 1998
Journal of Financial Planning;Apr98, Vol. 11 Issue 2, p16
Academic Journal
The article presents information on the findings of a study of 401(k) plans in the U.S. by HR Investment Consultants. The article states that the fees for 401(k) plans are rising despite increases in the amount of dollars invested in the plans. The study revealed the range of the annual investment fees invested by large and small employers in an average account balance of $30,000.


Related Articles

  • Short-Term Benefit Plans Can Bring In Top Talent. McKenna, Brian // National Underwriter / Life & Health Financial Services;1/5/2004, Vol. 108 Issue 1, p13 

    Examines fundamentals of a Short Term Deferred Compensation (STDC) plan, a creative form of nonqualified deferred compensation in which benefits typically are accrued to earned over a short period of employment. U.S. business owners' use of the STDC plan to attract executives to their...

  • EBRI Study Indicators 401(k)s More Popular with Employees than IRAs.  // Risk Management (00355593);Nov85, Vol. 32 Issue 11, p90 

    This article reports on the study released by the Employee Benefit Research Institute concerning the 401(k) plans in the U.S., as of November 1985. The study discusses current law requirements of 401(k) plans, looks at data on 401(k) availability and participation and suggests how the 401(k)...

  • RIA RISING: Employees Dig a Tad Deeper for 401(k) Contributions. Gleeson, Jerry // Registered Rep Exclusive Insight;2/9/2012, p2 

    The article reports on the increase of average employee contribution to a 401(k) plan on its platform by 1.2 percent in 2011 in the U.S. according to Fidelity Investments. The average balance was 69,100 U.S. dollars at the end of 2011, which rose 8 percent from the previous quarter. A report by...

  • Voluntary Deferred Compensation Plans: Trends and Issues in Plan Design. Den Uyl, Janet M. // Benefits Quarterly;1998 Third Quarter, Vol. 14 Issue 3, p29 

    This article highlights current trends and issues in voluntary deferral plans in executive benefit programs. Types of deferral plans and key plan provisions to be considered are discussed. Several comparative analysis charts are included. The author concludes that plan participants must consider...

  • Owner-only 401(k)s may be just the plan for small business owners. Linneman, Christina // Business Journal Serving Fresno & the Central San Joaquin Valley;3/5/2004, Issue 323213, p8 

    Discusses owner-only 401(k) plans. Amount of contribution; Tax advantages.

  • High Earners' Elective Deferrals Exceed Those of Low and Moderate Earners. Piacentini, Joseph // Benefits Quarterly;1991 Third Quarter, Vol. 7 Issue 3, p84 

    The average percentage of pay that high earners elect to defer under qualified cash or deferred arrangements (CODA) exceeds the average elective deferral percentage of low and moderate earners by less than two percentage points, according to an Employee Benefit Research Institute research. CODAs...

  • Ten Major Required Testing Areas for Section 401(k) Plans-- Selected Administration Issues. Jones, Robert B. // Benefits Quarterly;1992 Third Quarter, Vol. 8 Issue 3, p86 

    This article presents a comprehensive summary on selected administration issues for the ten major required testing areas for Section 401(k) plans in the U.S. The ten major testing areas are minimum participation testing, minimum coverage testing, nondiscrimination testing in terms of...

  • Investment Education That Works: Reaching the Savers, Satisfying the Investors, Respecting the Traders. Veeneman, David C.; Stuart, David V. // Benefits Quarterly;1994 Second Quarter, Vol. 10 Issue 2, p21 

    After an initial burst of enthusiasm, the industry 'buzz', as of June 1996, is that investment education does not work - that it does not have a positive impact on the investment decisions made by 401(k) plan participants in the U.S. A recent Institute of Management and Administration survey...

  • 401(k)-- A Blessing or a Curse? Benna, R. Theodore // Benefits Quarterly;1994 Second Quarter, Vol. 10 Issue 2, p81 

    This article discusses the value of the 401(k) savings plan to American society, how they are being attacked and what can be done to help prevent them from being endangered by over-regulation. Clearly 401(k) plans have shortcomings. However, people also need to recognize the fact that they are...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics