Browsing Tag
401(k) Products
23 posts
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 401k 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)
Passive management’s brutal beating of its active counterpart is apparently slowing for the summer. Mutual fund and exchange-traded…
Dumbing Down Smart Beta in 401ks
Editor’s Letter: Issue 1, 2017 Putting Anthony Scaramucci on the cover of our latest hardcopy issue has my…
Don’t Write Off the Mutual Fund Structure Just Yet: 2017 NAPA 401k Summit
A dour political mood led to great sessions and great information in Sin City this year at the…
How to Avoid a 401k Fiduciary Freak Out
Whether or not this fiduciary rule from the Department of Labor—or any fiduciary rule—is ever actually implemented, one…
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…