Managed Accounts are Viewed More Favorably
Managed accounts are gaining traction in the Retirement Plans Industry. Now more than ever, managed accounts are becoming appreciated as customized plan design solutions. The…
Custom Funds and Managed Accounts
Custom Funds that are customized for 401k and 403 plans often using the target date or target risk model but can also be a private label of a traditional mutual fund. Managed accounts provide individualized advice or asset allocation based on the profile of the investors
401k Investment Default Options for Employees
401k Investment Default Options for Employees by Fred Barstein 401k Investment Default Options for your Employees are arguably the most important investment decision a 401k…
Benchmarking Target Date Funds Requires a Solid Baseline
Benchmarking Target Date Funds Requires a Solid Baseline Benchmarking Target Date Funds requires a solid baseline, an accurate peer group and an astute retirement plan…
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Stock Market Drop Concerns 401k Participants
Stock Market Drop Concerns 401k Participants Stop market drops can change an investors vision of risk and the future. The stock market drop over the…
Behavioral Finance Investor Bias Can Crush 401k Participants
Behavioral Finance Investor Bias Can Crush 401k Participants Behavioral finance investor bias can decimate the returns of 401k Participants. Behavioral finance investor bias can also…
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401k Plan Tax Relief Exception Builds Employee Loyalty
401k Plan tax relief exception processing built a strong bond among employees impacted by Hurricane Maria. Fred Barstein, Founder and CEO of The Plan Sponsor…
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3(38) Investment Manager Switch is Making a Difference
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…
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White Labeling Benefits Both 401k Sponsors and Participants
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…
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Thinking About Managed Accounts? Read This First
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…
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Managed 401k Accounts in DC Plans a Ticking Time Bomb?
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…
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