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

Products
John Hancock Reveals Stable Value Guaranteed Income Fund

The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.

December 4, 2019
Compliance
Senator Introduces Bill to Encourage Faster Student Debt Payoff

HELPER Act would allow Americans to annually take up to $5,250 from a 401(k), 403(b), 457 plan or IRA—tax and penalty free—to pay for college or pay back student loans.

December 4, 2019
Compliance
What Advisers Should Know About GDPR

While the GDPR does not directly address U.S. benefit plans, it should be of particular interest to defined contribution plan sponsors and their service providers because they hold personal information for each plan participant.

November 27, 2019
Investing
Ideas for a QDIA Design That Will Better Serve Participants Ready to Retire

Jason Shapiro notes that some DC plan participants may stay in their plan after retirement and rely on TDFs’ asset allocation for retirement income for possibly 30 years or even more.

November 27, 2019
Client Service
The Positive Impact of Claiming Social Security Later

The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right.

December 2, 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