Browsing Tag
Innovest Portfolio Solutions
10 posts
Should They Stay or Should They Go?
When it comes to 401(k) participants no longer working at a company, Innovest’s Kyli Soto and Troy Jensen take inspiration from The Clash classic in suggesting why plan sponsors might want to provide nudge toward moving those assets out of plan
Back to the Future? Monetization of the 401k Participant Relationship
Given the recently settled and outstanding litigation, it seems imprudent for plan sponsors to engage in practices that may increase liability.
4 Inflation-Fighting Considerations in 401k Plans
Investors need to combat inflation’s eroding impact on portfolios while also generating income
Fixing the ’40’ in Defined Contribution Plans
'Gone are days when a 60/40 portfolio provides investors with adequate risk and returns'
The Dilution of the Retirement Plan Fiduciary
In recent years, the term “fiduciary” has been tossed out like parade candy. Is my broker a fiduciary?…
Why Creating Income Solutions in Target Date Funds is So Important
The passing of the SECURE Act of 2019 paved the way for increased utilization of lifetime income options. The…
Managed Accounts: Are They Right for Your Plan Sponsor Clients?
As the American workforce has come to depend increasingly on defined contribution (DC) plans for retirement, the approach…
How to Select the Right Target Date Fund for a Client’s 401k
Target date funds have entered their third decade of existence, but what’s made these investment options even more…
Why Treat 401(k) Participants Like Large Endowments?
When it comes to investing, large endowments have the secret sauce. According to the latest annual NACUBO-Commonfund report,…
401(k) Keys to a Responsible Plan: Trust, but Verify
A company’s new executive team was recently tasked with becoming the fiduciaries for the company’s 401(k) plan, which…