Benchmark Properly for Access to Alternatives
After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution plans.
Latest News
Growing Inclusion of Alts in DC Plans
Defined contribution retirement plans are incorporating alternative investments in custom target-date funds, and access to alternatives has increased thanks to white-label funds.
Benefits |
Balancing Business Needs and Participant Support
Retirement plans must meet the needs of the participants invested in them, but they are also an important business tool.
District Court Rejects ERISA Lawsuit Against Olin Corp.
The U.S. District Court for the Eastern District of Missouri has ruled in favor of the defendants in an Employee Retirement Income Security Act lawsuit filed against the...
Feeling Prepared for Retirement Increases With Professional Help
Workers preparing for retirement with the assistance of a financial professional feel better-equipped to manage several potential risks to their retirement.
EARN Act Clears Senate Finance Committee
For the second time in a little more than a week, a key Senate committee has advanced an important piece of retirement plan reform legislation for a vote...
Plaintiffs Rebuffed by Appeals Court in Active Management Lawsuit
The defendant in the case, CommonSpirit Health, was accused of committing fiduciary breaches in the provision of an active target-date fund suit—allegations rejected both in district court and...
SEC’s Proposed Climate Regulation Draws Support and Criticism
Investment consultants' sustainability group and others are supportive, while financial services firms and asset managers raise objections.
K-12 Educators Prefer Advisers for Retirement Planning
Educators who work with an adviser are nearly twice as receptive to learning about managing finances from social media as their peers who do not.
Context Is Key To Weathering Volatile Markets
Investors are witnessing and adjusting to the end of a very long 'easy money' era.
Edelman Introduces Retirement Income Product
The retirement income product is for near-retirees and retirees, and offers a complimentary retirement checkup with an adviser.
Senate Legislation Calls for Automatic 401(k) Transfers
The bill would allow workers’ 401(k) accounts to be automatically rolled over from a previous employer to a new employer.
Products |
Investment Product and Service Launches
Robeco launches quant credit strategy focused on SDGs and climate, and MSCI launches next generation of equity factor models.
LGBTQ Workers Have Lower Retirement Confidence
The EBRI 2022 Retirement Confidence Survey also found LGBTQ Americans carry more debt than non-LGBTQ individuals.
The ERISA Industry Committee Promotes Two, Announces Priorities
Following a two-day planned meeting where the organization discussed its priorities for the year, the committee has named a new president and chief operations officer.
PSNC 2022: Lessons From Litigation
Employee Retirement Income Security Act lawsuits keep coming, as do loads of settlements.
FutureFuel.io Acquires College Finance Company, Rebrands to Candidly
The new combined platform seeks to allow users to prepare and plan for college, accelerate and optimize debt repayment, and more.
Department of Labor Open to Crypto Rule for Retirement Plans
Secretary of Labor Marty Walsh also testified in Congress that President Joe Biden’s budget must be implemented to protect workers’ retirement security.
PSNC 2022: Decumulation Designs
One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they will live in retirement.
PSNC 2022: Selecting and Monitoring Income Options
Understanding participant needs and the different options for creating retirement income will help plan sponsors make the right choices.