Browsing Tag
401(k) Investments
954 posts
401(k) investments refer to the various assets and financial instruments available within a 401(k) retirement plan, which employees can choose to grow their retirement savings. These investments are selected from a menu of options provided by the plan sponsor (usually the employer) and managed through a plan administrator.
Uptick in OCIO Demand Helps Mercer Top $380 Billion Global AUM
More institutional investors are looking to access outsourced chief investment officer (OCIO) investment solutions as they continue to…
Anti-ESG Trump Allies Target ‘Unwoke Investors’
Everything is political; it’s just a sign of the times—and that includes investing. While not completely foolproof, it’s…
The CAA: A Fiduciary Guiding Light for 401(k) and Benefits Advisors
The Consolidated Appropriations Act (CAA) of 2021, signed into law at the end of December, brought significant changes…
A 401(k) Rollover Reckoning
Just before Christmas, the Department of Labor adopted a rule that reinstates the five-part test to determine what…
What a Volatile 2020 Taught Portfolio Managers About 401(k) TDFs
Target-date funds were created with long-term investing in mind, designed to withstand the ups and downs of the…
Does ESG-Based Proxy Voting Matter? Just Ask ExxonMobil
In unlikely development, small hedge fund Engine No. 1 gets help from BlackRock to land seats on ExxonMobil board in proxy vote Wednesday.
SkyBridge’s Anthony Scaramucci: ‘Bitcoin is a Retirement Asset’
Warren Buffett called it rat poison. Famed economist Nouriel Roubini was more direct (and vulgar), calling it "sh*tcoin." With heavy-hitters reacting so strongly, why would anyone consider Bitcoin for their investment portfolio, let alone a 401k or similar retirement plan? Many reasons, according to SkyBridge Capital's Anthony Scaramucci. While acknowledging its controversial past and present, the future is crypto, with Elon Musk’s multi-billion-dollar Bitcoin bet giving a big boost to Scaramucci’s argument.
As ‘529 Day’ Approaches, States Crank Up Much-Needed Awareness Efforts
Saturday is more than just May 29th. It’s National 529 Day, a celebration of the tax-advantaged accounts that…
How to Vet Target-Date Funds
Target date funds (TDFs) differ significantly in terms of asset classes, glide path, fulfillment, and fees. It is a rich variety to choose from and at the same time may add to one’s perplexity. So, how do plan sponsors evaluate a TDF series?
401(k) Plan Sponsors Seek Guaranteed Income Options
The SECURE Act could impact retirement plan participants' access to guaranteed lifetime income options, according to a study by TIAA.