white labeled funds Archives

Products | June 29th, 2023

Investment Product and Service Launches

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...

Investing | June 23rd, 2022

Growing Inclusion of Alts in DC Plans

Defined contribution retirement plans are incorporating alternative investments in custom target-date funds, and access to alternatives has increased thanks to...

Administration | March 23rd, 2022

Strategies to Simplify DC Plan Investment Menus

Plan sponsors can use a layering approach and white labeling to help defined contribution plan participants select investments.

Administration | April 30th, 2019

How and Why to Simplify DC Plan Investment Menus

Simplifying a defined contribution (DC) plan’s investment menu could encourage more employees to participate in the plan, sources say.

Administration | December 18th, 2017

Mercer Suggests Top Priorities for DC Plan Sponsors in 2018

“Plan sponsors that prioritize their goals and objectives strategically have the opportunity to both enhance participant outcomes and mitigate risks.”...

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