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The Retirement Industry 2024
A view of the trends and advances that mattered most this year.
Reported by Beth Braverman
Art by Anja Sušanj
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Target-Date Assets Broke $5T in 2025
Assets in U.S. mutual fund and CIT target-date series grew 21% last year, Sway Research revealed.
Sustained Growth, Fee Compression Drive DC Structural Evolution
Plan sponsors have shifted toward offering passive and blended TDFs and terminating managed accounts, NEPC found in a recent survey.
Alta Trust and Morningstar Launch Foundation Series CITs
The six multi-manager collective investment trust portfolios are designed for use inside managed accounts.
