Browsing Tag
401(k)
3585 posts
Demand Growing for Guaranteed Income Solutions in 401ks: BlackRock
The SECURE Act cracked open the door to annuities being more widely available in retirement plans, and now,…
HUB International Buys 401k Firm Epstein Financial
HUB International continued its acquisition spree with the announcement Wednesday that it has bought the assets of Epstein…
KYC: 5 Common Retirement Plan Committee Traits
Different personalities and styles make for different retirement plan committee meetings, yet a survey by the Plan Sponsor Council…
Why the Best Performing 401(k) Target-Date Funds are Riskiest
Several years ago, I developed a Prudence Score for target-date funds as an alternative to Morningstar and fi360…
401k Savings, Account Balances Grew During Pandemic
Closed restaurants and movie theaters meant more disposable income for retirement savings during the pandemic. T. Rowe Price…
More Than a Trillion Dollars Stuck in ‘Forgotten’ 401ks
By the end of 2021, there will be an estimated 25 million “forgotten” 401k accounts in the U.S.,…
June Top Advisor by Participant Outcomes (TAPO)—David Kulchar
A Defined Contribution Concierge Is it possible to be too good at what you do? David Kulchar comes…
The CAA: A Fiduciary Guiding Light for 401k and Benefits Advisors
The Consolidated Appropriations Act (CAA) of 2021, signed into law at the end of December, brought significant changes…
A 401(k) Rollover Reckoning
Just before Christmas, the Department of Labor adopted a rule that reinstates the five-part test to determine what…
What a Volatile 2020 Taught Portfolio Managers About 401(k) TDFs
Target-date funds were created with long-term investing in mind, designed to withstand the ups and downs of the…