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Investments

Mutual Fund Assets – Two Thirds from 401k Plans and IRA

Mutual Fund Assets

Mutual Fund Assets Two Thirds from 401k Plans and IRA. The Investment Company Institute (ICI) recently issued an FAQ highlighting important facts about 401k plans. Overall, participant directed retirement ...

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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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What is an Investment Policy Statement, and Why Have One?

Legally, creating an investment policy statement (IPS) isn’t mandatory for defined contribution (DC) plans. But the Department of Labor does require plan sponsors to be prudent about selecting and ...

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What Lies Beyond Target Date Funds

Investing in defined contribution (DC) plans is different than any other market. Most plan participants don’t have access to a personal financial planner and they are among the least ...

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