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.
Major Trends in 401(k) Target Date Funds
Since their inclusion as a qualified default investment alternative (QDIA) under the Pension Protection Act of 2006, target…
Surprise (Not)! Self-Directed 401(k)s Took Fourth Quarter Hit
It’s not exactly a shock that self-directed DC accounts struggled in the fourth quarter correction, but a new…
ESG Investments Face ‘Headwinds’ in 401(k)s
Despite an uptick in environmental, social, and governance (ESG)-focused conversations in the defined contribution market, ESG-oriented investment options…
401(k) Investor Tax Bill DOA Now, Could Resurface?
With a Republican-controlled Senate and President Trump, there’s virtually no chance The Wall Street Tax Act of 2019,…
Surprising Target-Date Fund Findings from 2018
Assets in target-date funds grew again in 2018, although growth was somewhat muted thanks to the fourth-quarter market…
Veteran Journalist Brian Anderson Joins 401(k) Specialist Magazine as Managing Editor
DENVER, Colo., March 5, 2019—401(k) Specialist, the only magazine, website and e-newsletters dedicated exclusively to helping financial advisors…
Average Cost of Large and Small 401(k) Is …
The average total plan cost for a small retirement plan (100 participants/$5 million in assets) declined from 1.25…
Serious Aging Concerns Boost Target Date Fund Potential
Joe Coughlin, director of the Massachusetts Institute of Technology’s MIT AgeLab, often calls Japan “a nursing home on…
Would Illiquid Assets in 401(k)s Be Crazy or Constructive?
It’s difficult enough to get plan sponsors and participants covered, educated and invested in retirement saving through the…
Top 401(k) Professional Program Gets Major Upgrade
On Tuesday, record-keeping colossus Ascensus announced that it has restructured its Elite Advisor program to enable financial advisors…