After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution 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.
One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they will live in retirement.
Providing retirement plan participants with access to a self-directed brokerage window demands the examination of plan demographics to determine if one is appropriate.
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.
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.
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%...