A Better DC Plan Core Investment Menu
Automated asset-allocation solutions designed for retirees are indeed popular, but the majority of defined contribution plan participants still use the core investment menu.
Tag: asset allocation
Sibson Highlights Importance of Proper Asset Allocation
The consulting firm says that few plan sponsors pay close attention to how their employees allocate their retirement savings.
Most Millennials Have Appropriate Allocations
This is despite having lived through two bear markets.
Asset Management Fee Compression Accelerates
New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “robo-advice.”
PSNC 2018: Asset Allocation Comprehension for Plan Sponsors and Participants
The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products.
Americans Remained Committed to Their 401(k)s in 2017
Only 2.7% discontinued contributions, according to the ICI.
401(k) Participants’ Equity Holdings Drop As They Age
The younger the investor, the more likely they are to have their money invested in equities, while older investors are more likely to gravitate to fixed-income securities, according to the ICI.