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.
The Next Iteration of Managed Account Services
“Instead of a ‘coopitition environment,’ we are embracing, in tandem with the advisor, working together to help plan…
Why Include Real Estate in 401(k) Investment Menus?
Real Estate 401k strategies explained by Charlie Wenzel. Learn why real estate is vital in retirement plans and fiduciary decisions.
The Case for ESG in Defined Contribution Plans: 2019 NAPA 401(k) Summit
"ESG is a way to identify strong performance in underlying investments, and it's really a way to engage participants," says Ed Farrington, Executive Vice President for Retirement Strategies with Natixis.
How High Should Auto-Escalation Go in 401(k) Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date funds, the 'auto' revolution and more.
Set Aside Socialist Stupidity to Better Serve 401(k) Savers
Major props to Jamie Dimon for kicking it up a notch. After exposing AOC’s New Green Deal for…
Shock (Not)! Retirees Have Negative Outlook Toward Bitcoin
A new survey of 1,000 American retirees revealed that the vast majority either don’t know what Bitcoin is,…
Ariana Grande’s ‘7 Rings’ Means ‘Ka-Ching’ for Michigan Retirement Pensioners
Is there a lesson for 401k investment menus? It’s not often you can put “Ariana Grande” and “pension…
ESG Investments May Prompt Greater 401k Savings
Want to boost 401k plan participation and contribution rates? Might want to consider adding socially and environmentally responsible…
How Do Custom Target Date Funds Measure Up?
Custom target-date strategies research reveals $430B market growth, allocation trends, and insights for retirement plan investors.
Why Advisor Managed Accounts Matter in the 401(k) Space
SMAs, UMAs, HMAs—there’s certainly no shortage of industry TLAs (three letter acronyms). Yet AMAs, or advisor managed accounts,…