Investment Managers

The CIT Takeover: What’s Driving the Shift in 401(k) Investing

By / CIT, Collective Investment Trust, Company Contributions and Vesting, DC plans, Economy, erisa, ERISA Advisory Council, fee compression, Fiduciary, fiduciary, Financial Advisors, Financial Wellness, Investment Managers, Record Keepers
Collective Investment Trusts (cits)
Collective investment trusts (CITs) are rapidly gaining market share in 401(k) plans, increasingly replacing traditional mutual funds.  Over the past 5–10 years—especially in advisor-sold retirement...

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Are Managed Accounts the Future of 401(k) Defaults?

By / 401(k) Managed Accounts, 401(k) Plan Management, 401k News, Alternative Investing, benefit education, DC Plan Sponsors, DC plans, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, Ideal Plan, Improving Outcomes, investment comittee, Investment Managers, Investments, managed accounts, Mutual Fund Fees, Plan Conversion, Plan design, Regs and Regulators, Research, Target Date Fund, Target Date Funds
Managed Accounts
As retirement plans evolve, so do the default investment options offered to participants.  Target date funds still dominate the market, but attention is shifting toward...

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401(k) Plans Offer a Strategic Advantage in Economic Downturns

By / 401k News, 401k plan, 401k rollovers, auto enroll, auto escalate, Auto Portability, Communication, DC plans, diversity, diversity, Economy, Employee engagement, employer match, Financial Security, Financial Wellness, Independence planning, investment, Investment Managers, Recordkeeping
CITs
Recessions don’t announce themselves with a save-the-date card.  When they arrive, plan sponsors and ERISA fiduciaries face mounting pressure to safeguard participants’ retirement savings.  The...

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Despite Their Popularity, Target Date Funds May Not Suit All Participants

By / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, adult learning, CEO Engagement, Changing dynamics, Changing Recordkeepers, Committees, competition, DC plans, Early retirement, Fiduciary, financial literacy, Financial Wellness, investment, Investment Managers, Investments-research, product quality, Retirement Plan Advisor, specialized team, Target Date Funds
custom tdfs target date funds
While target date funds (TDFs) continue to be among the most popular investment choices for 401(k) participants, mounting evidence suggests these default investment options may...

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The Terrifying and Brilliant Future for 401(k) Providers & Advisors

By / 401k News, Benchmarking & Fees (ERISA, retirement plan), Change, Communication, Convergence, Economy, Financial Advisors, Fintech Record Keepers, Improving Outcomes, innovation, Investment Managers, Investments, mindfulness, Record Keepers
401k Advisors
The future of the 401(k) industry is both terrifying and brilliant, presenting significant challenges and immense opportunities.  Providers and advisors are grappling with an explosion...

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Nationwide: Most Americans Don’t Expect to Retire at Age 65

By / 401k News, Economy, Emergency Savings, Financial Advice, Financial Advisors, Financial Security, financial stress, Financial Stress, financial uncertainty, Financial Wellness, Health & Wellness, inflation, inflation concerns, inflation stress, Insurance, Investment Managers, Investments, Legislation, recession, Retirement Income
Many Americans aren’t planning to retire at age 65, and they expect to have more challenges in their post-career years than their parents and grandparents....

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401(k) Real Chat: Saumen Chattppadhyay

By / 401k News, 401k RealChat, Collective Investment Trust, Communication, Compensation, Conflict of Interest, Consolidation, Financial Advice, Financial Advisors, Investment Managers, Managed Accounts, Merging Retirement Plan, Multiple Employer Plans, Target Date Funds
401krealchat Saumenchattppadhyay
In a Wealth Management RPA RealChat, Fred Barstein, Contributing Editor for Wealth Management’s RPA Omnichannel and CEO at TRAU, TPSU, and 401kTV, interviews Saumen Chattppadhyay,...

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