Features
401(k) INVESTMENTS: ‘Bitcoin is a Retirement Asset’
As cryptocurrency skyrockets, Anthony Scaramucci jumps aboard with a new Bitcoin-based fund, making a compelling case for its inclusion in defined contribution plans.
401(k) PRODUCTS: What a Volatile 2020 Taught Portfolio Managers About TDFs
The extreme market volatility brought on by the coronavirus provided lessons that are helping target-date fund portfolio managers help 401(k) participants avoid damaging missteps.
401(k) TOP ADVISORS BY PARTICIPANT OUTCOMES: 2021’s First Trio of Honorees
Creativity, enthusiasm and genuine concern for the financial futures of plan sponsors and participants are on display as we profile three new monthly TAPO designees for 2021: Josh Itzoe of FeeMetri(k)s and also a Co-Founder and former Partner and Chief Strategy Officer of Towson, Maryland-based Greenspring Advisors, Syed Nishat of New York City-based Wall Street Alliance Group, and David Kulchar with Cleveland-based Oswald Financial, Inc.
401(k) REGULATION: Rollover Reckoning
A last-minute rule expands fiduciary advice to include rollovers. What does that mean for retirement plan advisors?
Columns
401(k) Client Connection: How to Hire Marketing Support to Set Your Firm Up for Success
Rebecca Hourihan goes step-by-step in how to efficiently and productively hire marketing support that will make a difference.
401(k) Investment Insight: Dare to Be Differentiated: The Role of Data in the Retirement Plan Space
Joshua Forstater says that thanks to aggregated data, providers and advisors are increasingly guiding participants in how to invest their next dollar of savings.
401(k) Provider Perspective: Don’t Let Participant ‘Revenge Spending’ Wipe Out COVID-19 Savings Gains
Principal’s Jerry Patterson says now is an excellent time to help clients lock in any gains from 2020 instead of “revenge spending” it away on what didn’t happen last year.
