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Custom Funds and Managed Accounts

White Labeling Benefits Both 401k Sponsors and Participants

White labeling benefit

White Labeling Benefits Both 401k Sponsors and Participants. We’ve written previously that too many investment choices can be overwhelming for retirement plan participants. One way to simplify your retirement ...

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Thinking About Managed Accounts? Read This First

Managed Account

  Thinking About Managed Accounts? Professionally managed accounts are being touted by 401(k) providers as the next best investment option since target date funds (TDFs). While they have their merits ...

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Managed 401k Accounts in DC Plans a Ticking Time Bomb?

managed accounts

As 401k and 403b providers slowly, and sometimes reluctantly, begin to use data and technology to provider better retirement solutions to defined contribution (DC) plan sponsors and participants, the ...

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401k, 403b and IRA Assets Surging in Latest ICI Report

According to the Investment Company Institute (ICI), U.S. retirement assets topped $26 trillion in Q1 2017 growing 3.2% from the previous quarter led by defined contribution (DC) plans like ...

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Managed Accounts : Right Choice For QDIA?

managed accounts

There are subtle and not so subtle differences between Managed Account Services (MAS) and the popular Target Date Fund (TDF) that plan sponsors should be aware of. Mostly, it ...

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A Look Inside Index Funds with Blackrock

Ralph Haberli, Blackrock

  From an historical perspective, index funds have outperformed actively managed funds. The goal of an index fund is to closely match the performance of a particular benchmark or ...

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Custom Target Date Funds Gaining Traction

Custom Target Date Funds

If investment practices in larger defined contribution (DC) plans generally migrate down market, it appears that custom target date funds (TDFs) are likely to come to a smaller plan ...

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Managed Accounts Booming in DC Plans

Fidelity

According to Fidelity Investments, the use of their managed accounts service is booming with employers using it to recruit and retain employees. But a lack of education is holding ...

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