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.
Cashout Leakage Alert: Highway Through the ‘Danger Zone’
New research reveals a 401(k) cashout leakage “danger zone” for participants in their 30s
Franklin Templeton Acquires Managed Accounts Startup volScout
As part of the acquisition, volScout founders will be working with Franklin Templeton's newly formed managed accounts team
Workers and Retirees Report First Dip in Retirement Confidence Since 2008 Recession: EBRI
Confidence in retirement savings fell from 73% in 2022 to 64% in 2023 among workers, and from 77% to 73% among retirees
Automatic Enrollment Adoption Grew to 85% in 2022: T. Rowe Price
The latest benchmarking report by T. Rowe Price found participants with automatic enrollment in their plans were also much likelier to participate
More U.S. Working Adults Allocated Cash to Retirement Savings in 2022: Schroders
A new survey by Schroders finds 29% of working adults ages 45 and up allocated cash towards retirement investments, versus 33% of Millennials
Nationwide Adds Income America ‘5ForLife’ for Managed Account Participants
New offering responds to increased interest from 401(k) participants in guaranteed lifetime income investment options as part of a managed account
HSBC Partners with Amazon Web Services on AI Equity Index
Ibexis Life & Annuity Insurance Company will act as provider of the HSBC AIGT index
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income
Plan Participants Want ESG Investments: Natixis
Close to three quarters of survey respondents said they would engage with their workplace retirement plan if their employer offered investments in companies with good ESG practices
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle