‘Staying the Course’ Through Market Volatility
Industry experts warn pre-retirees need the most assurance.
Investing
401(k) Trading Remains Light Through February, Early March
Despite the global conflict in Iran, the trading tone ‘feels cautious and watchful, not reactive,’ per Alight’s Rob Austin.
Private Credit Faces Confidence Test as Concerns Persist
From a gated fund to increased redemption requests, experts say the investment class is facing its first major test.
Benefits |
Indiana Law Mandates Access to Crypto Investments for State Plan Participants
The Hoosier state is the first in the U.S. to require digital assets be an investment option in public defined contribution plans via a brokerage window.
How the 401(k) Alts Debate Raises Fiduciary Stakes
As regulators prepare guidance, experts say ERISA’s prudence standard remains—but process, documentation and expertise matter more than ever.
ICI, DCALTA Partner to Promote Private Assets in DC Plans
The groups aim to advance education, research and policy discussions on the role of alternative investments within defined contribution plans.
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.
Alta Trust and Morningstar Launch Foundation Series CITs
The six multi-manager collective investment trust portfolios are designed for use inside managed accounts.
ICI, America250 Partner to Promote Investment Fund Industry
The collaboration will feature digital content and a national advertising campaign.
401(k) Trading Light in January After Historically Quiet December
Investors demonstrated an overwhelming preference for non-U.S. funds at the start of 2026.
What This Year’s Capital Market Assumptions Mean to Plan Sponsors
Diversification and active management may matter more than ever.
Vanguard Cuts Fees on 52 Retirement Plan Funds
Expense ratios were lowered on funds that include 84 underlying share classes overall.
T. Rowe Price: Time to Rethink Fixed-Income Diversification
Incorporating private assets into TDFs and taking a blended investment management approach may bode well, according to the firm.
Bessent: 500,000 Already Signed Up for Trump Accounts
No new details were announced, but J.P. Morgan, Bank of America and others committed to match the U.S. government’s initial $1,000 contribution.
Managed Accounts Boost Median Lifetime Wealth Ratios by 7.7%
The outcomes were most pronounced among early adopters, according to research from Morningstar.
Trump Accounts: What’s Still to Come?
Final operational details for the savings accounts for children, with a pilot program set to launch on July 5, have yet to be published.
Vanguard, TIAA Introduce Target-Date Retirement Lifetime Income Trusts
The series marks the industry’s latest push to offer participants a steady paycheck for life.
Cerulli Makes the Case for Leveraging CITs to Access Private Markets
The investment vehicles accounted for approximately 38% of total 401(k) channel assets at year-end 2023, up from 30% at the end of 2019.
Great Gray Purchases flexPATH CIT Fund Sub-Advisory Assets
The transaction brings in-house some investment management services that previously had been outsourced to flexPATH.
Alts May Be Headed to DC Plans—But Experts Urge Caution Before a Big Move
A panel of retirement and investment professionals stated during a webinar that private assets can be included in defined contribution plan menus, but necessitate a slow and documented...