Downside of Index Funds

index funds

With the growing momentum towards low-cost index funds and ETFs (exchange traded funds) which have $5 trillion and growing, investors and plan sponsors may be overlooking the hidden dangers ...

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Simplifying Investment Lineups: American Airlines Case Study

simplifying investment lineups

Sometimes corporate changes like a merger can help plan sponsors revamp their defined contribution (DC) plan, especially their investment line-up which is what happened for the new American Airlines ...

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Low Fund Fees Equate to Higher Returns

low fund fees

Can low fund fees tell us about the performance of a fund? Morningstar recently conducted a study looking at the effect of mutual fund fees on the returns and success of ...

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Buffet Makes Bet on Index Funds vs Hedge Funds

index funds vs hedge funds

Index Funds vs Hedge Funds- A new world order? Making a public bet with proceeds going to charity at their annual gathering, Berkshire Hathaway chairman Warren Buffet bet on index ...

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New Hires favor Target Date Funds

target date funds

According to research from EBRI (Employee Benefit Research Institute) and the ICI (Investment Company Institute), a greater percentage of younger workers and new hires in 401k plans are using target ...

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Target Date Fund Selection and Monitoring

monitoring target date funds

Target Date Fund Selection In the June Retirement Supplement of SHRM’s HR Magazine, in time for their national conference, 401kTV will be publishing a comprehensive article about best practices ...

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Target Date Fund Growth in 2015 Hits New Record

target date fund

The beat goes on for target date fund growth (TDFs) which saw the largest net gains in 2015 since their inception according to Morningstar. It’s the single most important ...

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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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