Browsing Tag
401(k) Investment Menus
31 posts
Human Interest Introduces Enhanced 3(38) Investment Lineup to Lower Small-Biz Fees
New lineup with Great Gray CITs invested in BlackRock index strategies lowers average expense ratio by up to nearly 33%
Why Sustainability Funds Deserve a Place in 401(k) Plans
Dr. Bruce Kahn says sustainability funds are not about charity; they are about disciplined, risk-adjusted investing
A Closer Look at Large 401(k) Investment Menus: BrightScope/ICI Data
Analysis shows plans offer a wide array of diversified and cost-effective options
Nearly Half of Plan Sponsors Considering Changing Advisors, Recordkeepers
Fidelity Investments’ Plan Sponsor Attitudes Study finds two in three plan sponsors say prospecting advisors have “piqued their interest”
Schroders’ Deb Boyden on Alternative Assets, ESG, and Other Investment Menu Hot Button Issues
Developing an effective investment menu for 401(k) plan sponsors is always a tricky yet interesting proposition. Include too…
The Case for Real Assets in DC Plans
Investment manager Cohen & Steers says defined contribution plan menus—and target-date funds in particular—come up way short on portfolio diversifiers like real assets
Fidelity to Offer Bitcoin in 401(k)s
Investment giant announces move despite DOL crypto caution
Is There a Mid-Cap Gap in Your DC Plan?
In this short Q&A, Invesco portfolio managers, Ronald Zibelli and Justin Livengood, discuss: Mid-cap equities can offer attractive…
‘Significant Uptake’ of TDFs Continues to Transform DC Market: NEPC Survey
16th annual survey examines current plan investment trends, features and innovations; shows defined contribution plans seeking flexible features, ESG
Watch Your Language! Study Tests Impact of DC Participant Messaging
Words matter—especially when it comes to communicating with 401k plan participants, according to a new survey of large…