Browsing Tag
401(k) Investments
955 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.
Was Vanguard’s John Bogle the Colin Kaepernick of His Day?
Forget Kaepernick—John Bogle was once accused patriotic malfeasance, and was recently called a commie (seriously). It might be 40th…
Pershing to Offer New ‘Fiduciary Friendly’ Funds
Clearing and custody heavyweight Pershing announced Monday that it will offer new mutual funds and exchange-traded funds (ETF)…
Why Aren’t There More Managed Accounts In 401(k)s?
Whadaya know? Financial education (or a lack thereof) strikes again. Some employees love managed accounts and some don’t—the…
Schwab Goes (Really) Low on 401(k) Target Date Fees
Is it a race to the bottom or smart use of scale? In what’s sure to shake-up the…
401(k) Flows to R6 Retirement Share Classes Spike
Beneficial for participants of bane of their existence—however 401(k) advisors feel about the DOL’s fiduciary rule, it appears…
How to Select the Right Target Date Fund for a Client’s 401(k)
Target date funds have entered their third decade of existence, but what’s made these investment options even more…
What About Real Estate in 401(k)s?
It almost goes without saying; in today’s volatile market environment, 401(k) diversification is key. For those looking to…
The Power of 401(k) Auto Portability: A Case Study
Auto portability can do for job transfers what auto enrollment and auto escalation have done for 401(k) participation and…
Sharp Rise in Companies Offering Roth 401(k)s
Looking deeper into the Society for Human Resource Management’s (SHRM’s) recently released report found—little surprise—a traditional 401(k) or…
Passive Mutual Funds Beat Active Funds in June
It’s getting bloody, and spectators are about to beg active mutual funds to “stay down.” Chicago-based research and…