Shining light on
401(k) PlansMutual Funds
I would like to:
Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
exclusives
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
February 19, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Compliance
The Most Common Retirement Plan Testing Mistakes
By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.
April 12, 2021
Practice Management
The Pandemic Has Brought Advisers’ Succession Planning to the Fore
At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business
April 9, 2021
401(k) Plan Ratings
Our retirement plan ratings help you understand the strength of your plan based on key features, including fees, company generosity, and the BrightScope Rating.
50,000+
Retirement Plans Rated
Mutual Fund Analysis
Access trended analysis on over 30,000 share classes, 10,000 funds, and over 800 fund families with ease. Fund Pages provides deep insights for investors and industry experts at any level.
Insights
Build Practical Financial Know-How to Make Better Decisions
Join the Community
Sign up to receive featured articles from industry experts, product updates, and more from BrightScope.
Our research and data is used by
