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...Several industry figures said this year would far exceed the previous peak of £44bn in liabilities transferred in 2019....
...It means that managers can continue to offer mutual funds to users of retirement schemes such as 401(k) plans, which give equal tax status to ETFs and mutual funds....
...Many recordkeepers still do not offer ETFs in 401(k) accounts because of operational issues. But it is not just ETFs that are taking money from mutual funds....
...Instead, employers offered to match their workers’ contributions to a slate of mutual funds inside a tax-advantaged retirement plan, usually known as a 401(k) after the relevant section of the tax code....
...“ETFs are generally excluded from the approximately $6.6tn 401(k) marketplace primarily due to technology limitations of 401(k) record-keeping systems,” it said in the filing....
...US funds industry....
...The investment income from Lincoln’s portfolio of alternatives, which may include venture capital, hedge funds, real estate and oil and gas portfolios according to the 10-K, fell to one-tenth its level from...
...The legislation would allow ordinary Americans to more easily allocate their 401(k) contributions towards private equity funds, an asset class previously unavailable....
...In recent months Schroders picked up a stake in the crypto-focused fund manager Forteus while Fidelity announced it would allow investors to add cryptocurrencies to their portfolios in 401(k) retirement...
...Rival L&G also benefited from a busy first half in bulk annuities....
...or other financial products using the K-taxonomy....
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...), from lending up to $700mn to fund the Barossa project....
...In May fund manager Fidelity announced it would allow investors to add cryptocurrencies to their portfolios in 401(k) retirement schemes....
...While a number of big asset managers offer robo-advisers to retail clients, NextCapital is unusual in that it provides services within 401(k) plans....
...The industry has long been viewed there as predatory foreign funds engaging in what is known locally as “eat and run”....
...In addition, some investors may hold active funds in tax-deferred accounts such as 401(k)s or IRAs, or be unconcerned about tax....
...(k) pension funds, individual retirement accounts and brokerage accounts....
...Across the Atlantic, regulatory changes have made it possible for so-called mom-and-pop investors to gain access to private equity via their defined contribution pension plans, the 401(k)....
...“In the future, foreign investors can put money into traditional industries as opposed to tech,” the person said. (Without the foreign investment restrictions, such industries don’t need to use VIEs.)...
...Adviser Joe DeNoyior believes the promise of a guaranteed income for life can be a game-changer for employees investing in 401(k) retirement accounts....
...investments in 401(k) plans....
...Kelly says a move by the US government to allow private equity to be included in 401(k) pension plans — which let individuals choose the assets they hold — should add to demand for training....
...Auto-enrolment schemes where employers contributed alongside employees, similar to existing 401(k) plans, would deliver higher pension benefits but were likely to capture fewer workers because more companies...
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