Browsing Tag
401(k) Investments
947 posts
U.S. Fund Fees Steadily Declined in 2022
Morningstar finds the asset-weighted average expense ratio of U.S. funds fell from 0.40% in 2021 to 0.37% in 2022
Nuveen Extends TDF Platform with New Lifetime Income Series
The Nuveen Lifecycle Income Series is structured as a CIT and is only available to qualified retirement plans
American Airlines Pilot Cuts Fidelity and Financial Engines from ESG Suit
The plaintiff dismissed both parties from the suit, leaving American Airlines and its employee benefits committee on as defendants
Trio of TSP Funds Up Over 15% in 2023
Stock market’s continued momentum in July helps the federal government Thrift Savings Plan’s C Fund rise 20.62% through the first seven months of the year
Nearly Half of Investors Are Now Cautious of Their Investments
Despite reporting a more careful approach to investing, investors said their number one worry was not investing enough, found SoFi research
‘Peak 65’ Women Show Interest in Annuities, Despite Unfamiliarity
New study by Alliance for Lifetime Income and CANNEX explores how future retirees are using protected income to afford retirement
401(k)s Miss Out on Billions by Not Adding Private Equity, Study Finds
New report says defined contribution plans incorporating PE and real estate investments like defined benefit plans do could add $35 billion a year
Total Annuity Sales Jump 12% in Q2
Total annuity sales climbed to $88.6 billion in the second quarter of 2023 and increased 28% in the first half of the year
Report Shows 401(k) Funds Funnel Billions to Nuclear, Other Controversial Weapons
As You Sow analysis released this week finds the top 25 U.S. fund managers earn a “D” grade or worse due to investments in weapons manufacturers
American Interest in Adding Annuities to 401(k)s Still Rising
Allianz Life study finds interest has grown significantly as most Americans worry about running out of money from their employer-sponsored plan during retirement