Browsing Tag
401(k) Investments
947 posts
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
Higher Rates of Wealth Managers, Advisors, Clients, Using Model Portfolios
Results from Natixis' latest Executive Summary finds wealth managers, advisory practices, and clients can benefit from utilizing the group of assets
American Airlines Pilot Maintains Claims in Amended 401(k) Complaint
The pilot doubled down on his claims that American Airlines prioritized ESG funds, after the airline filed a motion to dismiss
AmericanTCS, Allianz Life Partner to Offer In-Plan Guaranteed Income Option
Fixed index annuity designed to be within a managed account now available to DC plans on the American Trust Platform