Investments
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About target-date fund glide paths—a key to asset allocation in a 401(k)
A glide path is the investment blueprint that a target-date funds uses to adjust its investments according to how close the investor is to retirement. Understanding how they work is crucial to being able to make decisions on your plan’s investment lineup. Here are some of the details you need to know.
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Should you choose a target-date or target-risk fund in your 401(k)?
Your 401(k) plan offers several investment options, including target-date funds (TDFs) and target-risk funds (TRFs). Get to know the differences and how you might be able to consider one of these funds to help you save for retirement.
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Active or passive investing—choosing the right one for your retirement plan
Both passively and actively managed funds can play important roles in a 401(k) plan investment lineup. Here’s a brief look at both types of funds, as well as some of the factors to consider when deciding which ones are right for your plan and participants.
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What is a CIT?
Collective investment trusts (CITs) are tax-exempt, pooled investment vehicles maintained by a bank or trust company, and they’re available only to ERISA-qualified retirement accounts. They're exempt from many of the regulatory requirements that drive mutual fund expenses, generally giving them a fee advantage over mutual funds. Because costs are an important consideration for you as an ERISA fiduciary, you may want to think about offering CITs in your 401(k) plans.
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The impact of COVID-19 on the markets and 401(k) balances as of September
Learn how markets and participants are responding to continued uncertainty.
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Seven suggestions for designing a 401(k) investment menu
Our 7 suggestions for designing a diverse 401(k) menu provide considerations for 401(k) plan sponsors in selecting investments.
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What’s the difference between stable value and money market funds?
Learn key differences between stable value and money market funds.
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