Browsing Tag
401(k) Investments
955 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.
What is ‘Peak 65’ and Why Should Pre-Retirees Care?
“Peak 65” is a term used to describe the point in time when more Americans will turn age 65…
March 30, 2021
Mutual Fund Expense Ratios Continue Decades-Long Decline
Discover how declining mutual fund expense trends support RIAs seeking cost-efficient investment strategies for their clients.
March 24, 2021
Sponsor Considerations for Retirement Income Solutions
Several new products aimed at providing retirees with ways to turn their 401(k) savings into income have come…
March 24, 2021
AFL-CIO Collaboration Develops Target Date CIT Funds for DC Plans
Long known for providing pension plans, the AFL-CIO is teaming up with Wilmington Trust and BNY Mellon to…
March 24, 2021
Episode 22: Ric Edelman on Private Equity in 401(k)s—Exciting But Complicated
Sponsored By: Private equity and retirement plans – do they belong together? It’s a complicated issue, with…
March 22, 2021
Target-Date Fund Assets Up, Flows Down
Assets grew but flows slowed, making for good and bad news about target-date funds in the difficult year…
March 22, 2021
Sustainable Scam: Is ESG About Responsibility or Higher Fees?
Environmental, social, and governance (ESG) investing is all the rage, but understanding why large asset managers have embraced…
March 16, 2021
Spotlight: The Value of Managed Accounts in 401(k) Plans
Cerulli Associates recently took a look at managed accounts in the defined contribution (DC) space, and (little surprise)…
March 15, 2021
What Are Annuities Really Worth to Retirees?
Annuities provide retirees with guaranteed lifetime income, which workers say they want, but they haven’t been embraced by…
March 10, 2021
FI360 Vet Matt Wolniewicz Joins Income America, a TDF with a Guarantee
Fi360 ex-president Matthew Wolniewicz has been named president of Income America, a new in-plan target-date series featuring guaranteed…
March 10, 2021