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.
When creating and monitoring your organization’s participant-directed 401(k) or 403(b) plan investment lineup, it’s important to take a balanced approach between the investment categories that are offered and the range of investment knowledge and behaviors among your employees (retirement plan participants).
Institutional investors are under pressure to deliver consistent returns while managing risk. Traditional equity and fixed income strategies alone may not offer enough diversification and downside protection to effectively weather sustained periods of market volatility or economic downturns.
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.
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.
Do you know the evolution of Target Date Funds (TDFs) and Qualified Default Investment Alternatives (QDIAs)? Get the full timeline from the ‘90s today.
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?
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.
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.
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.
