Tag: Providers

Managed Accounts, TDFs and Questions About ‘Alpha’

One of the most common approaches to valuing managed account services is to compare historical investment performance with a target-date fund or similar benchmark; Empower Retirement argues there is a better approach that involves considering “an alpha-equivalent measure.”

FixedFee401k Promises DC Plan Market Disruption

The firm wants to pretty much completely change the basic pricing of 401(k) plans in the small- and mid-market by establishing fixed fees for advisory services and a flat fee per participant for recordkeeping services.

Financial Wellness 360 Unveiled by Securian Financial

“Financial stress distracts employees and can hurt an organization’s bottom line by lowering productivity, increasing turnover and harming workers’ health,” warns Elias Vogen, Securian’s director of group insurance client relationships.