Investments

Stable Value Funds: Conservative, but Not Without Risk

Stable Value Fund

Stable Value Funds: Conservative, but Not Without Risk. Ah, the stable value fund. It’s been a core investment fund in most retirement plans for decades and often serves as the ...

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Proprietary Target Date Funds Dwindling in 401k Plans 

Proprietary Target Date Funds Dwindling

Proprietary Target Date Funds Dwindling in 401k Plans.  When 401k plans first became popular, many record keepers only offered proprietary investments. Driven by market demand, record keepers were forced ...

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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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