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Unread 2017-02-05, 02:03 AM   #49
jasman18
 
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Quote:
Originally Posted by The Lox View Post


Morningstar has recently published information that expenses are the most important factor in terms of investment success within qualified plans. So unless you have a ton of money, $500k ish, then you aren't going to be getting access to the lowest share class options available, that are most likely available in the K Plan. But you already know that.

Most plans now are offering a brokerage window where you can buy investments not offered in the plan anyway, so again, chances are you are still better off staying in the plan.
That's not entirely acurate. The minimum amount to get the lowest expenses is 10k. Not 500k.
Vanguard admiral shares are .05% and they require 10k minimum. I would venture a guess that almost everyone has that amount to roll over
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