Providing retirement plan participants with access to a self-directed brokerage window demands the examination of plan demographics to determine if one is appropriate.
Helping retirement plan participants navigate big market swings is a key part of ensuring long-term success—as is sticking to strategic and diversified asset allocations.
Communicating to retirement plan participants about what sustainable investments are and how ESG funds invest, and educating them on the options, are significant considerations for plan sponsors.
In an economy with significant momentum but also headwinds and pain points, new data from the Investment Company Institute shows that total retirement assets were up nearly 12%...
Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options, but they’re not right for every plan.