Browsing Tag
401(k) Investments
947 posts
‘Peak 65’ is Coming—And Retirement Advisors are Changing Because of It
New research from The Alliance for Lifetime Income and CANNEX says financial professionals are increasingly looking to annuities to protect clients as the industry shifts retirement investing strategies
DC Plan Asset Growth in Q1 Outpaces Overall Retirement Asset Gains
ICI data shows defined contribution assets increased 5% during first three months of 2023, compared to a 3.5% rise for total retirement assets
Reintroduced Bill Provides Relief for Annuities in QDIAs
The bil would permit annuities to be the default 401(k) investment option for workers enrolled in an employer-sponsored 401(k) plan
Self-Directed 401(k)s See 6.6% Gain in Q1 2023
Schwab’s SDBA Indicators Report shows average account balance rose to $298,543, but that’s still down 10% from a year ago
Exploring the Mid-Cap Market with Invesco’s Justin Livengood
Justin Livengood makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participants are probably not aware of just how overly exposed they are right now to just a handful of the biggest companies.
Economy has Retirement Savers Eyeing Guaranteed Lifetime Income, Financial Planning Options
Morning Consult survey finds more than half considering a guaranteed lifetime income product
House Financial Services Committee Passes Bill Approving CITs in 403(b)s
In a 35 to 12 vote, the House Financial Services Committee voted to advance an amended version of a bill that would allow 403(b) retirement plans to invest in CITs
Managed Accounts See Higher Adoption: Vanguard
The latest Vanguard research finds professionally managed allocations are up 40% compared to 10 years ago
Corporate Roundup: Endeavor Law, IRIC Reveals New Board of Directors
Endeavor Retirement expands its services, while IRIC appoints industry leaders to its board of directors, and more
DOL Prioritizing ESG, New Fiduciary Rule and SECURE 2.0 Projects, Says Gomez
Assistant Secretary of Labor Lisa Gomez touched on the DOL’s priorities in the next year, including a potential upcoming fiduciary rule, enhanced education on ESG factors, and SECURE 2.0