Investing

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.

A district court in Texas ruled in favor of a class action complaint alleging that the airline and its benefits committee allowed ESG priorities to outweigh financial returns...

Strong markets offset a rise in liabilities for the month, creating the potential for funded status to be up overall in 2024.

Great Gray trust and two law firms have sent letters to U.S. Senators pressing for them to pass a bill before the year is out.

Despite declining plan assets and weak investment returns, the first increase in discount rates since April helped funds gain ground in October.

As uncertainty looms ahead of the upcoming presidential election, many expect volatility in the stock market.

The slower response to interest-rate changes may benefit retirement plan investors, if the Fed continues to cut.

The majority of pension trackers reported that strong equity markets could not offset a rise in liabilities.

Analysts consider how funds can afford cost-of-living adjustments to address the buying-power erosion that slow and steady cost increases can have on benefits.

In a new Schroders survey, workers expressed interest in private market investments, but many do not understand the benefits of these assets and consider them ‘risky.’

The firm expects about 20% of funds to see changes in their ratings, most of which will be downgrades, as a result of the methodology change.

The majority of pension trackers found that equity markets performed well in August but were offset by an increase in liabilities.