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.
Expand Financial Acquires Dream Forward’s 401(k) Business
Expand Financial Acquisition enhances 401(k) services by integrating Dream Forward’s clients with strong retirement plan consulting.
TSP Board Shakeup Accelerates with Resignation of Chairman
Trump-tinted change is coming soon to the world’s largest defined contribution plan, the U.S. federal government’s Thrift Savings…
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
Groups Urge Congress to Cut Regulatory Barriers to RILAs
Registered Index-Linked Annuity sales rise as market demand grows, offering retirement investors protection and growth options.
DOL Allowing Private Equity in 401ks Draws Mixed Reaction
The Department of Labor’s June 3 Information Letter that opens the door for 401ks to include private equity…
Episode 1: Anthony Scaramucci on Trump, Biden and 401(k)s
The outspoken founder of SkyBridge Capital and the SALT Conference was run from the White House after only…
Once and For All: IRC and ERISA Say Cannabis 401(k) Plans Can Exist
I write to clarify and educate about the legal authority regarding how and why cannabis 401(k) plans are…
What the Pandemic is Revealing About Target Date Funds
The differences among target date funds (TDFs) can be hard for some plan sponsors and participants to immediately…
New DOL Guidance on Private Equity Adds Flexibility for DC Plans
The U.S. Department of Labor issued important new guidance for 401k plan investment committees on June 3 that…
Retirement Plans for Cannabis Companies? Not So Fast
Regarding Kirsten Curry’s article on May 28, in which she said owners of cannabis providers can adopt qualified…