Category Archives: Fiduciary

09 Oct

Trick or Treat – How does that fund wind up on the platform?

The next time you’re speaking with a 401(k) service provider, ask them how that fund (any of the funds) happened to make it onto their platform.  Is it because that fund has superior investment performance?  Is it because the platform provider or insurance company’s well-heeled cadre of analysts deemed that fund to be investment worthy? 

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