Results for "403(b) plans"

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401(k) advisers value active management in some categories, despite indexing craze

August 21, 2017

Index funds are continuing their push into 401(k) plan menus, but some retirement plan advisers and analysts still see areas where active management makes sense. The number of 401(k) plans offering index funds to employees swelled to 89.4% of...

401(k) DCIOs: Some are folding, holding and doubling down

August 16, 2017

Editor's note: This story was updated on Aug. 18, based on additional information received from Russell Investments. All segments of the 401(k) market are going through the early stages of maturity, led by record keepers and broker-dealers,...

How to select the right TDF for a 401(k) plan

August 15, 2017

Target-date funds are an attractive option for both plan advisers and participants. The promise of TDFs is that they are designed to protect investor assets from the risk of large losses stemming from inadequate or improper portfolio diversification....

How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule

August 9, 2017

The Department of Labor's fiduciary rule is expected to create a bundle of client prospecting opportunities for advisers specializing in retirement plans, as less-experienced 401(k) advisers exit the market or employers ditch them for a more...

Vanguard outsources some 403(b) record keeping to Newport Group

August 7, 2017

An earlier version of this story stated incorrectly that Vanguard waives an investment management fee for 403(b) participants if they have non-403(b) accounts with the company in excess of $50,000. It is an annual fee that is waived. Vanguard...

The upside-down 401(k) world is about to change

August 1, 2017

When industries are on the precipice of transformation, the market is ready to turn upside down. In the early 1990s, Nicholas Negroponte, founder of the Massachusetts Institute of Technology's Media Lab, declared that media and technology were...

Number of experienced defined-contribution plan advisers to grow with DOL fiduciary rule

July 31, 2017

Experienced retirement plan advisers represent a small fraction of the overall number of advisers working with defined-contribution plans, but they control a staggering amount of the assets. Together, the elite DC-plan advisers, the most specialized...

Shifting DCIO distribution offers opportunity for 401(k) advisers

July 19, 2017

In the large defined-contribution-plan market — the realm of plans larger than $1 billion — the norm is for money managers to sell directly to plan sponsors and work cooperatively with the plan's consultants. For smaller plans, the defined...

Managed accounts look attractive to 401(k) advisers, but how do you measure performance?

July 18, 2017

For 401(k) advisers, managed accounts are a tough nut to crack. On one hand, many advisers believe managed accounts will compete with target date funds as the most popular type of default investment option in 401(k) plans as soon as they become...

Fidelity, American Century adopting new TDF fee tactic as cost pressures grow

July 5, 2017

Two of the largest managers of target-date-fund assets, Fidelity Investments and American Century Investments, are changing how they assess fees in the multi-asset funds, at a time of heightened cost scrutiny and as TDFs capture an increasing...

Connecticut governor signs bill to improve 403(b) plan fee transparency

June 30, 2017

Retirement plan providers servicing some 403(b) plans in Connecticut will be required to disclose investment fees and compensation paid to those giving participant investment advice, courtesy of a new law signed by the state's governor this...

Use of multiple record keepers could hurt defendants in 403(b) lawsuits

May 19, 2017

Judges in lawsuits targeting the Duke University and Emory University retirement plans have given life to a novel claim against the universities' use of multiple record keepers, setting the stage for a potential legal blow to a common practice...

401(k) managed account competition heats up as Fidelity expands reach

May 17, 2017

Fidelity Investments, the largest provider of defined contribution plans, is moving to expand the reach of its fiduciary managed-account service for retirement plan participants by making it available to record-keeping platforms outside of its...

What's really behind the opposition to state auto-IRAs?

May 10, 2017

State auto-IRA programs were dealt a blow last week, when the Senate voted to overturn an Obama-era rule that promoted creation of these retirement plans. President Donald J. Trump is now poised to sign away the Labor Department rule. Observers...

In K-12 403(b) plans, employees and their unions can be their own worst enemy

April 20, 2017

Defined contribution plans for public school teachers are notoriously poor retirement plans, often described as a Wild West of sorts that's plagued by minimal plan oversight, subpar investment options, and fund and insurance brokers who are...

What will be the next big thing for 401(k) plans?

April 13, 2017

Defined contribution plans have been around for about four decades, and have been popular with small and mid-sized companies for about 25 years. The evolution of 401(k) plans and 403(b) plans over that time, during which they became a replacement...

401(k) plan sponsors want financial advisers to better know their businesses

March 21, 2017

Employers sponsoring 401(k) plans want advisers to challenge their assumptions and commit to knowing their specific company and their industry, a panel of plan sponsors said Monday at the National Association of Plan Advisors annual conference...

Funds with revenue-sharing fees can be cheapest option in 401(k) plans

February 14, 2017

The use of mutual funds with revenue-sharing fees in retirement plans has come under fire due to a push toward 401(k) fee transparency and an increase in excessive-fee litigation, which often attacks the practice due to cost concerns. But revenue-sharing...

Blackstone acquisition of Aon Hewitt could signal push by private equity into 401(k) plans

February 13, 2017

Amid the flurry of consolidation activity among defined-contribution-plan record keepers over the past few years, Blackstone Group's acquisition of Aon Hewitt's record-keeping business, announced Friday, stands as an outlier. Whereas high-profile...

Why retirement plan advisers should care about the HSA market

January 11, 2017

Why should retirement plan advisers care about health savings accounts? The short answer: The HSA market is growing and there is a void in education and advice, which retirement plan advisers are perfectly positioned to fill. The money in HSAs...

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