3(38) Investment Manager Switch is Making a Difference 3(38) investment manager services were discussed after a recent Fiduciary Training Program at Rice University. The Plan Sponsor University Founder and ...

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 ...

  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 ...

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 ...

Mixed Investing Isn’t a Bad Idea Mixing Target Date and Other Funds Isn’t a Bad Idea Mixing Investing Can Work, for Some Participants Is it possible, and practical, for ...

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 ...

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 ...

  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 ...

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 ...

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 ...