Wednesday, April 17th, 2024 A topical newsletter from PLANSPONSOR DC Plan Investing Information for defined contribution plan sponsors about DC plan investing. SPONSORED AD Data and Research CIT Assets Expected to Surpass Mutual Fund Assets in TDFs in 2024, per Morningstar Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.   Participants Competing Priorities Pose Challenges to Gen Z, Millennial Workers Saving for Retirement Employers should encourage younger workers to build emergency savings before contributing toward the company match and paying off student debt, says author Anne Lester. Data and Research Gen Z Employees Show Affinity for Increased Personalization in TDFs Young 401(k) participants were the most likely to share personal information to help tailor their retirement investments to their needs and goals, according to new Cerulli data. Investing Rise in TDF Popularity Causes Core Menus to Shrink Because target-date funds represent a large and growing share of plan assets, plan sponsors are narrowing their core investment menus, according to NEPC data. Investing PGIM: Core Menu Should Reflect Investment Needs of Older Participants Because equity funds tend to dominate core investment menus, PGIM argues in a new paper that there is a need for more fixed-income and conservative funds. Products BlackRock Prepares LifePath Paycheck to Address In-Plan Retirement Income The retirement income solution functions like a target-date fund, embedding the option to annuitize a portion of a participant’s assets starting at age 55. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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