For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
Fixed income news, reports, video and more.
Municipal bonds news, reports, video and more.
Practice management news, reports, video and more.
Portfolio management news, reports, video and more.
Retirement news, reports, video and more.
Learn from industry thought leaders and expert market participants.
Deepen your understanding of Responsible Investing and learn how it can potentially help you build a more successful practice.
That’s because the act not only eased the burden for fiduciaries in selecting products for their clients, it made it easier for annuities to be incorporated into 401(k) plans and other retirement accounts.
Learn about the other notable changes introduced by the SECURE Act here.
Before the SECURE Act was implemented, annuities weren’t popular in 401(k) or other Defined Contribution Plans because employers assumed the entire legal burden if the insurer failed to make the promised payment. The SECURE Act does away with this through a specific provision called Section 203 (Disclosure Regarding Lifetime Income). Under this section, plan fiduciaries and plan sponsors have no liability under the Employment Retirement Income Security Act (ERISA) in the event of the insurer’s payment disruption.
Learn more about 401(k) retirement plans here.
Use the Mutual Funds Screener to find the funds that meet your investment criteria.
Be sure to check our News section to keep track of the latest updates from the mutual fund industry.