Benchmark Properly for Access to Alternatives
After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution plans.
Investing
Growing Inclusion of Alts in DC Plans
Defined contribution retirement plans are incorporating alternative investments in custom target-date funds, and access to alternatives has increased thanks to white-label funds.
Context Is Key To Weathering Volatile Markets
Investors are witnessing and adjusting to the end of a very long 'easy money' era.
PSNC 2022: Decumulation Designs
One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they will live in retirement.
PSNC 2022: Selecting and Monitoring Income Options
Understanding participant needs and the different options for creating retirement income will help plan sponsors make the right choices.
PSNC 2022: The Evolving DC Plan Investment Menu
Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.
PSNC 2022: ESG Definitions and New Developments
What is environmental, social and governance investing? And exactly how new—or not—is it?
Are Millennials on Track for a Secure Retirement?
Many under age 40 understand the need to save for retirement but juggle competing financial needs; auto features are helping.
401(k) Traders Active but Cautious
The latest data from Alight Solutions shows 12 above-normal trading days in May.
Plan Progress Webinar: Managing the DC Plan Investment Menu
Providing retirement plan participants with access to a self-directed brokerage window demands the examination of plan demographics to determine if one is appropriate.
Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability
U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Vermont Governor Vetoes Pension Reform Bill; Treasurer to Retire in January
State Treasurer Beth Pearce says she will not seek a seventh term due to health issues.
Extreme Market Volatility Demands Engagement
Helping retirement plan participants navigate big market swings is a key part of ensuring long-term success—as is sticking to strategic and diversified asset allocations.
Millennials Will Make Impact Investing Mainstream
As younger investors attain more wealth, doing good will matter as much as making a profit, says Fidelity Charitable.
Fidelity’s Bitcoin Launch Plan Rebuked by DOL
The acting assistant secretary for the Employee Benefits Security Administration has ‘grave concerns’ about Fidelity’s bitcoin 401(k) offering.
Considerations for DC Plan Sponsors Integrating ESG Investments
Communicating to retirement plan participants about what sustainable investments are and how ESG funds invest, and educating them on the options, are significant considerations for plan sponsors.
Retirement Plan Governance Considerations for Collective Investment Trusts
The differences between CITs and mutual funds create different fiduciary implications for plans using them, speakers at a recent webinar said.
Retirement Account Assets Reached New High in 2021
In an economy with significant momentum but also headwinds and pain points, new data from the Investment Company Institute shows that total retirement assets were up nearly 12%...
JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations
J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.
Retirement Plan Participants Need Help With Retirement Income
From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.