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White-Labeling Investment Funds Is a Bad Idea
Lawton Retirement Plan ConsultantsLink to more items from this source
Jan. 27, 2015
"The process of white-labeling obscures the true identity of the fund(s) that underlie a particular asset class.... Anything that helps participants better understand their plans should be embraced.... [T]here are investment funds and mutual fund companies that participants quickly recognize, helping them become more comfortable with the investment offerings in their plans.... [W]hite-labeling facilitates an easier fund change process. Funds or strategies can be changed without notifying participants. This is another activity that seems to lead to less transparency rather than more."

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