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While the 401(k) marketplace is crowded with asset managers anxious to create customized target-date funds based on participant demographics at the plan sponsor level, Russell Investments goes a step further by enabling automated TDF customization at the participant level.
May 16 -
More than half of large employers offer them, yet only a small fraction of participants are using them, according to new research.
May 16 -
Shorter term Treasury Inflation Protected Securities — those with a bond maturity of zero to five years — do a better job of controlling inflation in a target-date fund than mid-term or long-term TIPS, according to SEI.
May 13 -
More than half of large employers offer the investment vehicle, yet only a small fraction of employees are using them, finds research from Willis Towers Watson.
May 12 -
Shorter term Treasury Inflation Protected Securities — those with a bond maturity of zero to five years — do a better job of controlling inflation in a target-date fund than mid-term or long-term TIPS, according to SEI.
May 12 -
The product fills a gap for organizations without dedicated benefits staff, says Mercer partner Jo-Anne Bloch.
May 10 -
Employers and industry experts discuss the pitfalls and challenges in starting and maintaining retirement programs for small employers and their workers.
May 9 -
The product fills a gap for organizations without dedicated benefits staff, says Mercer partner Jo-Anne Bloch.
May 6 -
As co-founder of Captain401, he launched an online platform that helps small businesses quickly and easily set up 401(k) plans.
May 6 -
As co-founder of Captain401, Lee launched an online platform that helps small businesses quickly and easily set up 401(k) plans.
May 5 -
An RFP, along with fee negotiation and benchmarking exercises can often result in significant annual savings for plan participants, according to USI Consulting Group’s Mark Sarlo.
April 28USI Consulting Group -
DC plan sponsors should be thinking about where they are going to find alpha, says BlackRock's Anne Ackerley.
April 26 -
As DC plans continue to be the retirement benefit offering of choice for many employers, they’re being called upon to be more thoughtful about the funds they make available to participants.
April 22 -
Some employer clients may ignore perks that require specialized knowledge, but they shouldn’t, according to Captain401’s Roger Lee.
April 20
Captain401 -
Getting employees to understand and participate in their financial future is all about the language, say industry experts at this week’s 401(k) Summit.
April 20 -
In a more volatile market, DC plan sponsors should be thinking about where they are going to find alpha, says Anne Ackerley, managing director of BlackRock.
April 19 -
Getting employees to understand and participate in their financial future is all about the language, say industry experts at this week's NAPA 401(k) Summit in Nashville.
April 18 -
Three strategies to consider when helping employers structure workplace programs that offer employees financial tools for their future.
April 18Lincoln Financial Group -
Health insurance and retirement accounts can require a substantial amount of specialized knowledge and research, which can sometimes lead to decisions about them being put on the back burner indefinitely, according to Captain401’s Roger Lee.
April 15
Captain401 -
As defined in the new rule, investment advice includes recommendations to an employee benefit plan, plan fiduciary, participant or beneficiary, or an IRA, HSA, or education savings account owner.
April 14
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