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.
What 401(k) Advisors Need to Know About Capital Preservation Options
The Securities and Exchange Commission (SEC) has ratified changes to Rule 2a-7, overseeing money market funds, initiating a…
Why 401(k) Target Date Funds Continue to Dominate
The big news in 2013 was that it was the first year more assets came out of 401(k)s…
Replace Target-Date Funds as 401(k) QDIA? Not So Fast
“Co-exist” is the bumper sticker research message from Cerulli Associates. The Boston-based global analytics firm suggests that managed…
A 401(k) Bear Market for Bonds?
“The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly…
Why 401(k) Target Date Funds Went Crazy in 2015
Target-date fund inflows hit an all-time high in 2015, supporting asset managers and delivering stronger investor returns.
Why ‘Impact Investing’ Will Pay Off in 401(k) Performance
Walk through the doors of Green Alpha Advisors in Boulder, Colorado and you get what you’d expect; an…
Shock Poll (Not)! 401(k) Consultants Say Active Management Preferred
Target-Date Fund Strategy remains central to 401(k) plans as consultants focus on income replacement, glide paths and risk management.
401(k) Participants to Alpha: ‘I Can’t Quit You’
Despite the recent surge of assets into passive investments, many investors are reluctant to forfeit the pursuit of…
Solid Returns or Sexist Jerks? ‘Gender Diversity’ ETFs
Is it an idea with promise or corporate pandering? The Wall Street Journal’s resident egghead Jason Zweig once…
Vanguard Introduces Low Cost Actively-Managed Mutual Fund
John Bogle’s almost evangelical zeal for passive strategies often masks the fact that he does nonetheless advocate for…