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.

Multi-Asset Fund Research Recommends More Focused Benchmarks

Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected on average; this runs the risk of investors losing sight of the primary goal, potentially leading to disappointment.

Retirement Industry People Moves

T. Rowe Price brings in new head of CEDT Innovation Center; USI Consulting hires assistant vice president of retirement services; StoneStreet rebrands as its services are expanded; and more.