Browsing Tag
401(k) Investment Menus
28 posts
DC Plan Core Menu Evaluator Tool Launches
401k advisors have some new help available in the form of a Core Menu Evaluator launched Sept. 15…
Lincoln Rolls Out ‘Next-Generation’ 401k Auto Feature: Auto Income
A new retirement plan solution from Lincoln Financial Group enables participants to turn 401k savings into a monthly…
Are 401k Menus All Out of Whack?
Fixed income is supposed to be a safe haven, a place to which investors can “fly” in times…
401k Investment Menu Design: Hope for the Best, Prepare for the Worst
Preparing for retirement is perhaps the most important financial planning exercise in which most Americans will ever engage.…
By Default: DC Plan Adoption of Auto Features Still Rising
Nowadays, employees have to “opt out” more than they have to “opt in” when it comes to company…
Bigger is Better in 401k Plan Lineups
The dual concepts choice architecture and overload in behavioral economics dictate less is more; that offering too many…
ESG Investing: Facing Headwinds or Backed by Tailwinds?
A recent report found that ESG investments face “headwinds” in making their way into more 401k investment menus—mainly…
Why Change is a Must in 401(k) Investment Menus
It’s good to occasionally shake things up—with wardrobes, hairstyles and (apparently) investment menu options. An all-star research trio…
Ariana Grande’s ‘7 Rings’ Means ‘Ka-Ching’ for Michigan Retirement Pensioners
Is there a lesson for 401k investment menus? It’s not often you can put “Ariana Grande” and “pension…
How ‘Alphabeticity Bias’ in 401ks Hurts Outcomes
Funds listed at the beginning of 401k plan menus receive significantly greater allocations compared to funds listed towards…