Tag: 401(k) investing

Per Cerulli, asset managers are leveraging CITs and interval funds to try and get into DC plans; an adviser sees...

There is a ‘rebalancing’ happening after four consecutive quarters of a lean toward equity investing, according to Alight data.

The partnership with the recordkeeper comes on the heels of Fidelity warning it would block Pontera’s third-party 401(k) credentialing business...

Fidelity will soon block financial advisers from using third-party fintech services to access clients’ workplace plans.

Advisers say a quiet client response to the market drop is a good example of how regular education helps participants...

The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster...

While experts caution long-term investors from responding to election-season volatility, some market watchers see the potential for longer-term economic ramifications...

The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...

Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.

Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management...

Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement...

The vesting rule in the proposal is a focus for industry experts.

The IRS published fiduciary guidance on legislation intended to give more part-time workers access to retirement plans.

Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...

The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.

Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...

COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.

Advisers and plan sponsors working with Banco Popular will have access to Future Capital’s 401(k) managed accounts and personalized savings...

Deal to connect 401(k) accounts to wealth advisory signals further push in retirement and wealth management convergence, says Future Capital...

A senior counsel who consults on ERISA fiduciary issues and IRS and DOL audits discusses the state of artificial intelligence...