Investing

With more recordkeepers embedding artificial intelligence capabilities into their platforms, many hope it will help participants select retirement income solutions.

The firm is joining forces with several private investment fund managers and custodians to bring private investments to managed accounts in defined contribution plans.

A Nasdaq-100 survey conducted by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than 1% of all 401(k) assets.

Amid recent market volatility, pension funded status has taken a hit. It may also be time for some plan sponsors to pursue a pension risk transfer.

The U.S. insurance business will remain under the John Hancock name.

The Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency investments in 401(k) accounts.

Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, with investors trading out of equities and into fixed income.

In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through the fog’ and influence 401(k) providers.

The new research questions the growing demand for defined contribution plans to invest in private equity, arguing it is riskier than the publicly traded funds in which 401(k)s...

Weak markets and rising liabilities resulted in sinking pension funding levels in February.

The proposed program would provide all U.S. children with a federal government-funded $1,000 grant to be invested and grow over time.

Defined contribution plans are seen as the ‘final frontier’ for exchange-traded funds, but certain structural issues pose barriers for including these investments in the 401(k) menu.

Advisers and managers share the tools and messages that best allow plan sponsors to communicate the need for rebalancing and drive the process. 

Many defined contribution plan sponsors have concerns about offering alternative investments in their 401(k) menu, but a supportive regulatory environment may shift the tide.

ERISA attorneys review what the law and a decade or more of case law require of plan sponsors.

NCPERS study finds public plans returned 9.47% in fiscal 2024 and reached 83.1% funded.

According to a new survey, 70% of plan sponsors would be interested in managed accounts as an opt-in if the fees were 10 basis points or less.

The Retirement Fairness for Charities and Education Institutions Act of 2025 was reintroduced by a bipartisan group of senators and representatives on Wednesday.

According to the firm, the reduction, which applies across 168 share classes, is its largest fee cut to date.

U.S. corporate pension plans saw improvements to their funded status at the end of 2024, with rising discount rates triggering a decrease in pension liabilities.