Shining light on

401(k) Plans

I would like to:
BrightScope Acquired by Institutional Shareholder Services, Inc.
Click Here to Learn More About ISS

Top Industry Articles

exclusives
Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
September 20, 2019
Products
Closing of Schwab ETF OneSource Reflects Market’s Fee Concerns

Launched in 2013, the platform originally allowed clients to buy and sell about 100 exchange-traded funds with no online trade commissions. Since then, investors’ expectations about fees and commissions have shifted dramatically.

January 22, 2020
Products
2019 Adviser Choice Awards

PLANADVISER has announced winners of the sixth annual Adviser Choice Awards, to be handed out at the 2020 PLANSPONSOR + PLANADVISER Excellence in Retirement Awards on March 26th.

January 23, 2020
Compliance
Prudential Investment Management Consents to FINRA Censure

FINRA says a lapse in sufficient supervision led to retirement plan clients being supplied with inaccurate investment expense ratio and performance information.

January 17, 2020
exclusives
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act, advocates say. At present, one roadblock seems to the law’s treatment of “stretch IRAs.”
August 14, 2019

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
See all 401 (K) Ratings

"BrightScope has developed a 100% quantitative, independent analysis for 401k plans that will be a valuable resource for companies to benchmark their plans compared to plans of similar size, industry and demographics​."

-Craig Spitz, CFO Synteract, Inc. (2010)

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.

Learn more about Fund Pages

"BrightScope is very intuitive yet backed by solid research. It's a powerful tool for those who approach investing as a science."

-Dave Logan, best-selling author of Tribal Leadership, www.davelogan.com

360° Financial Advisor View

We make it easier for investors to find information about financial advisors. We gather and analyze regulatory filing data on every advisor in the US and present it in a free online directory.

690,000+
Advisor Profiles
See all Financial Advisors

"Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air."

- Carolyn Taylor, Weatherly Asset Management​

Insights

Build Practical Financial Know-How to Make Better Decisions

Retirement Plans
Boeing Plan Report (Updated)
Boeing Fee Settlement Highlights the High Bar for ...
BrightScope Editorial
401k Plans
IBM 401k Plan Report
IBM 401k plan still the largest, and one of the be...
BrightScope Editorial
Financial Planning
Portfolio - Money Trap
4 Investment Risks Warren Buffett Says You Should ...
Curtis Hollowell
See all Insights

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