Investing

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.

The firm announced plans to reduce overall expense ratios by as much as 45%.

The asset class, currently being pushed as a retirement plan investment by the asset management industry, can tie up money longer than public equities.

The firms will begin by offering collective investment trusts that provide access to private market strategies.

Investors rapidly shifted funds from stocks to fixed income, then backed off.

The asset classes should be available to retirees to help with the ‘democratization of private investing,’ the company stated.

The partners aim to provide institutional-grade investment tools and opportunities to retirement investors in the state's DC plan. 

The products are complex for various reasons, but recent regulatory changes and potential demand are expected to continue driving plan sponsor adoption.

Industry proponents expect the legislation would lower costs and broaden investment menus for sponsors and participants.

‘Guaranteed income’ offerings are popular with retirees because they reduce the need for a do-it-yourself approach to retirement finance.

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.