Browsing Tag
Cerulli Associates
141 posts
How Big Are Managed Accounts in 401ks?
What’s the size of the defined contribution market opportunity for managed accounts? How are relationships between managed account…
How 401k Participants Wanna Save the World
It’s not much of surprise, given all we’ve heard, but the number are interesting nonetheless. New research from…
CIT Target-Date Assets Are on a Tear (Finally)
While collective investment trusts (CIT) were long heralded as “the next big thing” in the 401k and larger…
New Tech Tool Aims to Make 401k Savings Last a Lifetime
In an article earlier this year, we asked “Will More 401ks Finally Provide Guaranteed Lifetime Income?” It’s a…
Why 401(k) Advisors Should Say Hi to HENRY
They might not have it now but soon will, and 401k providers (and advisors) should therefore tune in.…
Asset Management Fees’ Race to the Bottom Accelerates
Forget asset management, asset allocation advice might be the revenue generator moving forward. The ongoing fight for low(er)…
Shock (Not)! 401k Participants Need Help With ‘Decumulation’ Strategies
Recent research highlights participant perspectives on the topic of decumulation, and reveals that many need guidance with what…
An Important Point About 401k Investment Menu Construction
We know too many choices often result in a “paralysis of analysis” by consumers, frozen in place and…
Will More 401(k)s Finally Provide Guaranteed Lifetime Income?
Ask and you shall receive. Hopefully. Eventually. Research revealing what many 401k savers truly want—a guaranteed income stream…
Truce: 401(k) Advisors Make Active/Passive Peace
It’s a thaw in relations not seen since the Soviets. More than 80 percent of financial advisors agree…