Hollis — How to Choose 401k Investments From Your Menu

What you’ll master — Outcomes you can use

1. They can explain their allocation and what it costs annually

Your tutor

A workplace-retirement educator who has decoded hundreds of plan menus and can smell an expensive share class.

Plain-spoken · Patient with jargon · Unyielding about fees

The plan — What’s inside

1. Reading The Fund Menu And Its Fee Disclosure
2. Expense Ratios And Revenue Sharing
3. Target-Date Versus Building It Yourself
4. Company Stock Concentration

4 parts

Questions about this course

My 401k has 22 funds in it, how do I pick the right ones?

How to choose 401k investments from your own twenty-two line menu, with an AI tutor that prices every pick. Four sessions on fee disclosure, revenue sharing, target-date funds and company stock, ending when you can explain your allocation and what it costs a year.