Active vs. passive investing: What the 2024 historical data indicate
Discover how active and passive mutual funds performed across key asset classes in 2024. Get actionable insights for building better retirement plan menus in today’s market.
Resources
As thought leaders, we’re constantly looking for ways to improve our services and provide you with resources to help you make well-informed decisions. Keep up to date here with the latest news, insights and industry articles from TruePlan Benefit and Retirement Advisors.
Compliance corner
Market recaps
Upcoming events
- Employer-Sponsored Identity Protection: Timely, Trusted, Turnkey with LifeLock™ — July 10 at 12:00 p.m. EST
Identity theft is more common — and more costly — than ever. This webinar will show how employers can offer powerful protection through a group-based identity recovery benefit from LifeLock™, available as either a paid or voluntary option. - Community rated medical plans in NY: What employers under 100 employees need to know – July 22 at 3:00 p.m. EST
In New York state, small employer groups are limited to fixed, non-negotiable medical plan rates under community rating — making it harder to stand out without traditional benefit strategies. Learn how employers can add real value with TruePlan’s bundled approach to small group benefits, including metal-tier plan insights and value-added services.
Event recordings
- Quick hits session: Fiduciary Governance — October 16, 2024
- Unlocking benefits: How student loan debt forgiveness counseling retains employees — October 02, 2024
- SECURE 2.0: The first three months — April 11, 2023
- Cybersecurity practices for ERISA retirement plans — Aug 25, 2021
Just the FAQ
Publications
Potential New Era: Active vs. Passive Investments
Is this the new era of normal interest rates? TruePlan’s Ryan McWalter & Jordan André explore the impact on active vs. passive investments in retirement plans.
The evolution of Target Date Funds and the Qualified Default Investment Alternative
Do you know the evolution of Target Date Funds (TDFs) and Qualified Default Investment Alternatives (QDIAs)? Get the full timeline from the ‘90s today.
What is a fiduciary investment advisor?
Navigating the world of investments can be a complex task, especially for those managing small, medium and larger-sized portfolios with endowments, foundations, pension plans and other entities. One key player in this realm is the fiduciary investment advisor for your institution. What exactly is a fiduciary investment advisor and how can they benefit your organization?
What should plan sponsors offer in retirement plan investment menus: Active or passive mutual funds?
In the debate between active vs. passive mutual funds, plan sponsors find themselves wondering what to offer in their retirement plan investment menus. Download TruePlan Benefit and Retirement Advisors’ white paper to access insightful active and passive management analyses now.
SEC approves spot bitcoin ETFs
The long-awaited exchange-traded fund for spot bitcoin became available to investors on Jan. 11. Previously, bitcoin exposure was limited to direct asset custody in a digital wallet, Chicago Mercantile Exchange futures contracts or open-ended private trusts, all offering various pros and cons.
Does cryptocurrency have a place in retirement plans?
Should defined contribution retirement plan portfolios include cryptocurrency? The short answer is: Not yet. We believe it's too soon to take a chance on this volatile new investment option, but that could change over time.