401k Plan Retirement Committee Has Employee Retirement on Course
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...
Passive Investments
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.
Investment Committee Practices Can Be Difficult for Plan Fiduciaries
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...
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...
401k Plan Retirement Committee Keeps Retirement Plan on Track
401k Plan Retirement Committee Keeps Retirement Plan on Track. 401k Plan Retirement Committee actions make for a stronger 401k plan. Fred Barstein, Founder and CEO...
Socially Responsible Investing Guidance Supports a Generation by Carol Buckmann
Socially responsible investing guidance is elusive for 401k plan sponsors. “The Department of Labor has problems with socially responsible investing, doesn’t it?” The client who...
401k Plan Investment Choices Need to be Monitored by the Numbers
401k Plan Investment Choices Need to be Monitored by the Numbers 401k plan investment choices come in many wrappers, sizes, and structures. Plan fiduciaries are...
DOL Fiduciary Rule Could Boost Actively Managed Fund Performance in 401k and 403b Plans
The shift from actively managed mutual funds and collective trusts (CITS) to index funds, especially in defined contribution plans like 401ks and 403bs, seem overwhelming...
Only 8% of US Stock Funds in 401k Plans Beat Index over 15 Years
Armed with 15 years of data and various market cycles, S&P analysis shows that most mutual funds have trouble beating their respective indices with just...
Stunning Growth of Vanguard – Is it Healthy?
The stunning growth of Vanguard heralding the move to passive or index funds over active investing especially in DC plans seems to be a runaway...
Understanding Smart Beta; Plain Speak for Plan Sponsors
If the term “smart beta” gets you scratching your head, don’t worry, you’re not alone. But chances are, you have heard about it, at least...
