Browsing Tag
401(k) Products
25 posts
How State-Mandated Retirement Plans Could Impact 401k Product Development
More than 30 states have openly considered establishing a mandatory retirement plan for small businesses. This has prompted…
Simplifying 401(k) Fiduciary Processes and Procedures
Fee-based 401(k) advisors continue their march in the defined contribution space, and BidMoni wants to give ‘em a…
The Critical Case for Stable Value in 401ks
Stable value is an important asset class currently representing about 11.7% of the $7 trillion in total DC…
401(k) Account Balances Continue to Climb
Rebounding markets from a tough fourth quarter in 2018 meant total U.S. retirement assets hit $29.1 trillion in…
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…
What’s Your 401(k) Plan’s Retirement Income Philosophy?
Communicating well is remarkably difficult. Anyone who has experienced miscommunication in the workplace knows it can raise stress…
What are Unitized Model Portfolios and Why Should 401(k) Advisors Care?
Unitized model portfolios are getting an increased amount of attention from advisors who want to “take target-date funds…
Active Management Exodus Slows for Summer (Sort Of)
Active fund outflows June hit $14.6B, showing investors moved cash from equity funds while passive bond funds gained.
Dumbing Down Smart Beta in 401(k)s
Smart beta is a term straight from a dystopian bestseller, as if a mathematical measure of a security’s volatility possesses anthropomorphic intelligence.
Don’t Write Off the Mutual Fund Structure Just Yet: 2017 NAPA 401(k) Summit
Discover how Collective Investment Trusts vs Mutual Funds compare on pricing, regulation, and transparency for plan sponsors.