ERISA Services, Inc.
Retirement Plan Consultants
Farmer & Betts, Inc.
Loren D. Stark Company
Nicholas Pension Consultants
Carpenter Morse Group
Kentucky Trust Company
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
Trucker Huss, A Professional Corporation
EPIC Retirement Plan Services
Bates & Company
RTD Financial Advisors
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|Some Funds in Your 401(k) Aren't Really Mutual Funds After All|
The Wall Street Journal; subscription may be required
Sept. 28, 2015
"[Collective investment trusts] look and act a lot like mutual funds, but generally have lower fees and disclose less about their inner workings to 401(k) participants.... [S]uch investments currently account for $2.4 trillion, or 16%, of the $15 trillion in 401(k)-style and pension plans, up from $1.3 trillion (and 12.7% of the total) in 2009 ... The trusts are accounts available only to retirement plans. They are sponsored by banks and trust companies and are primarily overseen by banking regulators, rather than subject to mutual-fund rules enforced by the [SEC]."
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