Browsing Tag
401(k) Investments
950 posts
Consumers Miss Out on Key Savings when Using This Strategy
The misstep could cost Americans severe missed earnings, Vanguard reports
Southwest 401(k) Hit with Lawsuit for Underperforming Fund
Suit filed Tuesday alleges airline failed to replace a “chronically underperforming fund” holding over $2 billion in retirement plan assets
4 Key Risks to Retirement Security in 2025—and How to Tackle Them
Liana Magner of Natixis Investment Managers provides a look at the risks and opportunities for plan sponsors and advisors as well as how plan participants can address them
More Black, Hispanic, and Latina Women Investing to Grow Generational Wealth
Seventy-four percent of Hispanic and Latina women and 69% of Black women credited building generational wealth as their motivation to start investing, finds J.P. Morgan Wealth Management
Self-Directed 401(k)s Grow 5.8% in Q1 2024
Schwab's latest SDBA Indicators Report shows accounts grew to $328,239 in Q1 2024
401(k) Trading Sees Modest Uptick in April
Trading in retirement accounts saw a slight increase after achieving additional "above normal" days in April
Participants, Plan Sponsors Hesitate on Alternative Investments
The latest brief by Cerulli shows that employers are slow to embrace alternative investments in their retirement plans
Passive Funds Exceed Active Among ETFs, Mutual Funds
Passively managed ETF funds outperformed actively managed funds by $100 billion, reports Cerulli
TSP’s I Fund Gets New Benchmark Excluding Chinese Investments
Thrift Savings Plan Board votes to switch benchmark index for $68 billion International Fund ending tumultuous, years-long debate over inclusion of “sensitive” Chinese and Russian firms
Managed Accounts See Highest Growth While TDRFs Sit Still
Managed account and cryptocurrency use grows while investments in target-date retirement funds falls flat, reports Hearts & Wallet