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It also provides a way for retirement plan sponsors to avoid a partial plan termination.
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished.
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
Much of the text of the complaint is dedicated to detailing the reduction in the average fees paid by large U.S. retirement plans for both investments and administrative services.
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| Self-Directed Brokerage Accounts | 17% | |
| Vanguard Group Target Retirement | 16% | |
| Dodge & Cox Stock | 8% | |
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Providers
Articles and Questions
Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
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