Small Differences in Retirement Plan Fees Can Really Add Up

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Projects: Retirement Savings
Small Differences in Retirement Plan Fees Can Really Add Up

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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 June 30, 2022

Differences in Fees Can Cut Billions From Retirement Savings

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Overhead view of woman working from home
Issue Brief June 30, 2022

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.

Video
Projects: Retirement Savings
Topics: Economic Mobility, Family Finances, Retirement & U.S. Policy
Experts: John Scott
Places: United States
Related Experts
John Scott Project Director
Retirement Savings
Businessman working on laptop
Businessman working on laptop
Data Visualization June 30, 2022

Mutual Fund Expenses Can Cut Into Investors' Savings

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Businessman working on laptop
Data Visualization June 30, 2022

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).

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Omar Martinez Officer, Communications 202.540.6849

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