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.
John Hancock Investments Lowers Fund Expenses
John Hancock seems to be getting the low-fee message. The company announced in early July that it would…
Top 3 Mutual Funds Held in Retirement Plans: BrightScope
For better or worse, Vanguard and Fidelity rule the retirement plan world. The mutual fund behemoths accounted for…
Top 20 ‘TIPS’ in 401(k)s: BrightScope
Who has the best TIPS for your clients’ 401(k)s? It appears (yet again) that Vanguard takes the top…
‘Democratizing Access to Quality 401(k) Advice:’ Riskalyze’s Klein
A week before the annual celebration of American independence and democracy, Riskalyze and CLS Investments jointly announced the launch of “Autopilot,”…
401(k) Target Date Allocations: Potential Problems for Retirement Plan Advisors
How are target date funds performing? “It depends on the series, and the glide paths within the series,”…
401(k) Automatic Enrollment: Good and Getting Better
Vanguard recently took a look at automatic enrollment as it relates to “stickiness” of plan participants and investment.…
Transamerica, Merrill Lynch Team to Expand 403(b) Offerings
Transamerica Retirement Solutions recently announced a new workplace retirement plan program with Merrill Lynch that will enable the…
Target Date Funds Receive High Marks from Morningstar Analysts
Target-date funds were widely praised by Morningstar analysts during the research firms opening festivities at its investment conference…
Franklin Templeton Investments Launches Franklin Retirement Payout Fund Series
Franklin Templeton launched its Franklin Retirement Payout Fund series, which the San Mateo-based investment behemoth says “is designed…
Socially Responsible Investing Offers Lower Risk, Stronger Returns: Study
Good news from our polite neighbors to the north: a new academic study commissioned by OceanRock Investments Inc.…