Also known as index funds or those funds that just buy all the underlying investments within their respective benchmark or index. Generally, passive investments are less expensive than active funds. Most passive funds are market weighted and others known as smart beta use other means like profits or dividends to weight the underlying investments as well as proactive trading techniques. Passive funds do not promise or seek alpha promising only market returns known as beta. ETFs or exchange traded funds are also known as passive investments.
Plan sponsors are now comparing the benefits of managed accounts with the target-date strategies. Many plan sponsors and industry professionals are wondering if managed accounts…
Plan Sponsors are Noticing Managed Account Benefits Read More »
Crypto Currency in 401(k) plans is still a high-risk venture. As Crypto Currency in 401(k) retirement plans is mentioned, it seems to do so as…
Crypto Currency in 401(k) Plans Gets a Mention from the Department of Labor Read More »
Near retirement employees are at an inflection point now in terms of sheer numbers. By 2030, all Baby Boomers will be at least age 65,…
Near Retirement Employees Need Account Consolidation Assistance Read More »
Plan Participant Data Ownership Creates Concerns Plan participant data ownership is a confusing topic for retirement plan fiduciaries. Plan participant data ownership is unquestionably a…
Plan Participant Data Ownership Creates Concerns Read More »
401k plan investment fees are easier to accept when there is full disclosure. When participants understand the 401k plan investment fees there is better…
401k Plan Investment Fees are Easier to Accept When There is Full Disclosure Read More »
Retirement Plan Investment Fees Need Oversight Retirement plan investment fees continue to be a hot topic for plan sponsors, retirement committees and the Department of…
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…
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…
401k Plan Retirement Committee Has Employee Retirement on Course 401k Plan Retirement Committee actions can make a stronger 401k plan. Fred Barstein, Founder and CEO…
401k Plan Retirement Committee Has Employee Retirement on Course Read More »
Investment Committee Practices Can Be Difficult for Plan Fiduciaries. Investment Committee Practices can be difficult for plan fiduciaries to understand. In many cases, individuals are…
Investment Committee Practices Can Be Difficult for Plan Fiduciaries Read More »
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