Alight Solutions 401(k) Index Measures Slowest Trading Year Ever for 2017
In total, 1.45% of total plan balances were traded during the year, down from 2.13% in 2016, as participants chased performance within their own portfolios.
Tag: target-date funds (TDFs)
Investment Products and Services Launches
Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds.
Some TDFs Allow Managers to Tactically Allocate Assets
But they do so cautiously, setting limits on the amount of the assets that can be adjusted, and some doing so only once a year.
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Participants May Evolve, But Some Things Remain the Same
Both retirees and workers still say the best piece of guidance in helping them prepare financially for retirement is knowing how much money they will need to be...
PANC
2017 PLANADVISER National Conference
Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities
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401(k) Allocations Have Changed
TDFs now comprise 25% of 401(k) assets, largely due to auto-enrollment