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 CIT Option Announced for 401(k) Advisory Firms
Retirement Plan CITs debut as GRPAA, Envestnet, and Reliance Trust join forces to deliver cost-effective solutions for all plans.
T. Rowe Price Gets ‘Senior Defined Contribution Strategist’
T. Rowe Price has hired Linda Delivorias as a senior defined contribution strategist in the firm’s full-service defined contribution plan recordkeeping…
How’s the Betterment-Uber Retirement Plan Collaboration Going?
Uber Retirement Accounts help drivers save with free Betterment IRAs for the first year, offering flexible, no-minimum investing.
Record U.S. ETF Assets Spotlight Low Retirement Plan Adoption
The low-fee fund movement is unquestionably driving exchange-traded fund adoption, but when (if ever) will it hit 401ks?…
Shock (Not)! Public Employees Like Pensions
Even though public and private sector employers find them impossible to afford, a new study reports that public…
Active Funds Get Beat Bad (Again), But …
Passive vs active fund flows in July reveal tactical investor shifts as active funds gain inflows while passive sees mixed results.
Cash Balance Plans Surge While 401(k) Growth ‘Flat’
Cash balance plan growth outpaces 401(k)s with strong adoption by small businesses, offering tax and retirement savings benefits.
401(k) Plan Sponsors Reject Proprietary Fund Products
Proprietary funds continue their 401(k) market share decline, with the share of recordkeepers' proprietary assets declining from 59 percent to 43 percent.
Major ‘Misalignment’ Found in Use of Strategic Beta
Providers are positioning strategic beta as an alternative to passive strategies, advisors are actually using it as an alternative to active management.
2 Areas to Consider Before White Labeling 401(k) Funds
Now that white labeling of 401(k) funds is more common with plan sponsors, many of the operational difficulties have been addressed.