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

Deals & People
Principal Reveals Eagerly Awaited Wells Fargo Platform Integration Strategy

Principal is incorporating capabilities from the Wells Fargo Institutional Retirement and Trust platform into its own proprietary recordkeeping system, which will serve Principal and transitioning Wells Fargo customers moving forward.

September 9, 2019
Deals & People
Washington Financial Scooped Up By Hub International

With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.

September 16, 2019
exclusives
SECURE Act Ensnared in Senate After Flying Through House
Washington insiders say Senator Ted Cruz is probably the biggest roadblock to the SECURE Act being passed in the near-term under unanimous consent; among other issues, he wants the bill to allow people to use tax-advantaged 529 college savings accounts to pay for home school expenses.
July 8, 2019
events
2019 PLANADVISER National Conference
December 19, 2018
Compliance
MIT ERISA Lawsuit Parties Announce Settlement

Trial was to begin on the case September 16.

September 12, 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