Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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IRA Investors Are Concentrated in Lower-Cost Mutual Funds
Investment Company Institute [ICI] Aug. 9, 2018
"IRA equity mutual fund assets represented 56 percent of IRA mutual fund assets in 2017, and 2017 marks the eighth consecutive year that average expense ratios have fallen for equity mutual funds held by IRA investors.... The average expense ratio paid by equity mutual fund investors in IRAs fell to 0.61 percent, down from 0.65 percent in 2016 and 0.98 percent in 2000."
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