Browsing Tag
401(k) Equity Exposure
4 posts
Target Date Funds Do NOT Reduce Risk Through Time, Except a Few TDFs
The prospect that interest rates might actually increase exposes most TDFs to an interesting dilemma. Ron Surz explains…
Self-Directed 401(k)s Take Another Hit in Q3
Charles Schwab report shows average balances down nearly 20% year-over-year while asset allocations and trading remain steady
Younger 401(k) Participants Favor Investment in Equities
Joint EBRI/ICI study finds younger investors much more comfortable holding a significant portion of savings in equities than older participants
Equity Exposure in 401ks Hit 20-Year-High in April
A rising stock market in April coupled with slow and steady trades into equities brought 401k investors to…