Investing

Diversification and active management may matter more than ever.

Expense ratios were lowered on funds that include 84 underlying share classes overall.

Incorporating private assets into TDFs and taking a blended investment management approach may bode well, according to the firm.

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.

The outcomes were most pronounced among early adopters, according to research from Morningstar.

Final operational details for the savings accounts for children, with a pilot program set to launch on July 5, have yet to be published.

The series marks the industry’s latest push to offer participants a steady paycheck for life.

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.

The transaction brings in-house some investment management services that previously had been outsourced to flexPATH.

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...

In a comment letter, the Investment Company Institute called for a decentralized marketplace and broader investment options for the new tax-preferred investment vehicle for newborns. 

Longer lifespans and lower lifetime earnings are among women’s retirement challenges—but they are also poised for record-breaking inheritance.

Investors moved away from U.S. large-cap equities and into bonds in the year’s third quarter, particularly in September, according to Alight Solutions.

The firm will expand its indexing capabilities in a $375 million transaction, taking over a critical provider for public U.S. equity funds.

The research aims to dispel and debunk four industry misconceptions.

Industry experts shared what plan sponsors and their advisers should look for in a target-date fund—and how to layer in guaranteed income.

There were no days with above-normal trading during the month.

Sway Research found assets in income-embedded TDFs were up 25% from the end of 2024.

The fiscal 2025 median return was 11.3%, well above most plans' 7% assumed rate of return, Callan reports.

Increasingly, smaller retirement plans are adding collective investment trusts to their investment menus.