Articles
CFO Magazine – Sea Change
The situation improved markedly in 2009. Fidelity Investments reports that participants in the millions of
401(k) accounts it administers enjoyed a 28% pop in 2009, a rate that beats the S&P 500 by 2%. (On the downside, the positive performance of 2009 simply put balances back at 2007 levels.)
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Or Do It for Them?
One way to overcome the legal questions surrounding advice, and employees' apparent indifference toward such help, is to go a step further and offer managed-account services. A number of firms, including ProManage, Financial Engines, and GuidedChoice, will manage 401(k) accounts for fees far below those that wealth-management firms charge high-net-worth individuals.
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