A 401(k) plan that works—the “bundled unbundled” solution

Abstract

401(k) plan fees have come under criticism for being too hidden. Particularly if your 401(k) provider "bundles" recordkeeping fees with fund expenses, it can be nearly impossible to determine the actual costs and know the true expense of the plan. What is being paid for recordkeeping? Are you getting the best price for mutual funds? Who is paying for what?


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AUTHOR PROFILE

Jeffrey 
Marzinsky

Office: Albany, N.Y.

Phone: +1 518.514.7100