Small Differences in Retirement Plan Fees Can Really Add Up

Small Differences in Retirement Plan Fees Can Really Add Up

This video is hosted by YouTube. In order to view it, you must consent to the use of “Marketing Cookies” by updating your preferences in the Cookie Settings link below.


This video is hosted by YouTube. In order to view it, you must consent to the use of “Marketing Cookies” by updating your preferences in the Cookie Settings link below.


When switching jobs, retiring, or starting a business, many people choose to roll their 401(k) savings to an IRA in the same mutual fund. Unfortunately, this approach can lead to the loss of thousands of dollars over time because of what may seem like a small difference in fees.

How does this happen? And why didn't you know about it? Watch this animation for insights that can help you avoid toppling your retirement plans.

Interested in learning more? Explore more in-depth research on mutual fund costs.

Overhead view of woman working from home
Overhead view of woman working from home
Issue Brief

Differences in Fees Can Cut Billions From Retirement Savings

Quick View
Issue Brief

When leaving an employer, either through retirement or a job change, people with employer-sponsored retirement plans such as 401(k)s face choices about their investments.

Businessman working on laptop
Businessman working on laptop
Data Visualization

Mutual Fund Expenses Can Cut Into Investors' Savings

Quick View
Data Visualization

How people invest during their working years can have a big impact on how much they accumulate for retirement. For example, when leaving a job, workers may have to decide whether to leave their savings in an employer-sponsored retirement plan such as a 401(k) or roll it into an individual retirement account (IRA).