The Future of 401(k) Plans

In a recent article from ALM Benefits Pro Scott Wooldridge discusses how the future of defined contribution (DC) investing is a more personalized model, featuring an evolution of Target Date Funds (TDFs) and managed accounts.

“We believe the future of DC will increasingly be defined by personalized investing, whereby the boundaries separating TDFs, and managed accounts will fall away,” according to a new white paper from Wilshire, a consulting and investment technology firm. “We believe these emerging innovations will amplify demand for and market share of managed account-powered solutions as retirement plans and their participants demand more personalized portfolio solutions.”

Read more on ALM Benefits Pro website including a link to the complete white paper.

Copper Leaf Financial, LLC is a fee-only, registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. One of the firm’s main areas of focus is on providing 401k retirement plan solutions for businesses. Copper Leaf is part of a group that serves more than 1,500 retirement plans and is helping over 50,000 Americans on their journey to retirement.  Our approach is based on a simple fiduciary promise: to do what’s right for you, your company and your employees, no matter what. In addition to building new plans we offer employers with existing retirement plans a complementary second opinion on the health of their plan.

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