More ETFs Expected to Be Invested In 401(k)s

Posted on July 8th, 2014 at 9:20 AM

From the Desk of Jim Eccleston at Eccleston Law Offices:

Given the advantages of low operating expenses and ability to access asset classes that are not otherwise accessible via index mutual funds, more ETFs are expected to be invested 401(k) retirement plans.

Recently, Schwab launched an ETF-version of Schwab Index Advantage, a 401(k) retirement program employing index-based mutual funds launched in 2012. The new version includes about 80 index-based ETFs in 26 asset categories from nearly a dozen firms, including Charles Schwab Investment Management.

This ETF-version of Schwab Index Advantage utilizes a process that integrates the 401(k) record keeping system, bank, trust, custody services, and broker-dealer services.That facilitates intraday trading and valuation.

The attorneys of Eccleston Law Offices represent investors and advisers nationwide in securities and employment matters. Our attorneys draw on a combined experience of nearly 50 years in delivering the highest quality legal services.

Related Attorneys: James J. Eccleston


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We just wanted to say thanks for your work in helping us get back some of the money we lost. We are not by any means rich, but we have saved some money and we have done so through a tight-fisted approach to most everything we do. So losing a significant chunk of money hurt…especially at a time when everyone else was growing their accounts. We really appreciate the work you did.

Allan and Adele


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