Browsing Tag
Cerulli Associates
140 posts
Is this it for the 401(k) Asset Management Space?
Asset management remains profitable, but managers must work hard to stay relevant as technology and the popularity of…
‘401(k)-Like’ Plans in Higher Education: A Growing Opportunity
Smarty-pants professors might benefit from a “401(k)-like plan,” research from Cerulli Associates finds, further opening defined contribution plans—or…
401(k) Investment: Will Active Managers Turn the Tide?
Active funds skid while passive funds surge, fueling the age-old and (seemingly) never-ending passive vs. active investment debate.…
How will ‘Brexit’ Affect 401(k) Participant Savings?
It appears the best way to describe the “Brexit” fallout after the historic vote, in which Britain chose…
401(k) Providers Struggle with Retirement Income Products
Retirement income products within 401(k) plans just aren’t up to snuff, according to new research from Cerulli Associates.…
Packaged 401k Products Beat Their Advisor-Driven Counterparts
Ouch. What about those “Two-Plan Tonys” that sell a packaged 401(k) plan and are never heard from again? They’re…
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…
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…
401(k) Impact Investing Market Bright: Cerulli
It’s tailored-made for millennials and their 401(k)s, but so far only a small percentage of asset managers have…
401(k) Rollovers Seriously Affected By Fiduciary Rule: WSJ
401(k) rollovers could slow to a trickle, one of the many consequences of the Department of Labor’s proposed…