Insights from Steve Rogers with NAPA on 401(k) Plan Participants Interest in the Nasdaq-100
Steve Rogers, CEO of Shelton Capital Management, explains key findings with the National Association of Plan Advisors (NAPA) from the SCM Annual Nasdaq-100 Retirement Survey showing plan participants are increasingly eager to include the Nasdaq-100 in their 401(k) plans.
“This index is universally popular with investors, but there are shockingly few 401(k) plans that offer it,” Steve Rogers said of investment menu products linked to the NASDAQ 100. “It’s in IRAs and personal accounts, but not 401(k)s.” But, why?
Read the full story: How to Include Innovation in 401(k)s: The Case for the NASDAQ 100
Important Information
Disclosure of the Annual Nasdaq-100 Retirement Plan Survey: We surveyed over 1,000 U.S. 401(k) plan participants with a balanced reflection of the U.S. Census for gender and age range. This study was conducted by Centiment between February 10 and February 14, 2025. Survey respondents were 18 years or older, with full-time active employment making the median U.S. household income in 2023 of $80,000 or higher.
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The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which has been among the volatile sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds.
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