What Kind of Near-Term Future Do Alts Actually Have in DC Plans?
While the Department of Labor estimated a $178 billion inflow to target-date funds based on its proposed safe harbor, plan...
Tag: defined contribution (DC) plans
What’s at Stake in the DOL Proposal Directing Assets to TDFs That Include Alts?
The Department of Labor’s $178 billion-per-year estimate would mean private assets make up nearly 3.7% of target-date funds, the dominant...
Private Assets in DC Plans: What to Expect in the Year Ahead
Experts shared mixed forecasts of the speed of adoption of private market assets in defined contribution retirement plans.
Benefits |
Could Collective DC Be Next for US?
Collective defined contribution plans, available in several other countries, offer a potential third option for American companies.
Opinions |
Are DC Plans Failing Retired Participants?
By not providing sufficient tools and withdrawal options, efforts to keep retirees in plans may not be enough to enable...
Why did the Age 60-63 Catch-Up Contribution Limit Not Rise for 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Stable Value as a Building Block to Retirement Income
A recent whitepaper describes the funds, widely used for capital preservation, as ‘predictable, flexible and principal-protected.’
Benefits |
Reaching a ‘Mobile’ Workforce
LearnLux and Messer Construction Co. partnered to cultivate financial wellness for frontline and dispersed workers.
iCapital Taps Drew Carrington to Lead Alternatives Strategy
Carrington will lead the firm’s efforts to accelerate its adoption of alternative asset classes and products for the defined contribution...
Benefits |
Aon PEP Surpasses $5B in Assets and 100K Participants
PEPs continue to grow as options for plan sponsors to the complexity and scale of managing a standalone 401(k) plan.
Providers Lean on Tech to Lower Costs in Small 401(k) Plans
Automation allows for price relief for modest-sized companies that have been paying more to provide retirement benefits.
DCALTA Releases Principles for DC Stakeholders in Use of Private Market Investments
The five principles aim to help fiduciaries responsibly utilize alternative investments within a defined contribution framework.
Mutual Fund Expense Ratios Reach Historic Lows
The expenses that 401(k) participants incur have declined considerably since 2000, according to the Investment Company Institute.
Opinions |
Why Call Them Alternatives? Especially When it Comes to Asset Allocation
A former director of the PBGC writes that it is time for new language and a new approach toward private...
Products |
JP Morgan Asset Management Launches Solo 401(k)
The solution is designed for solo entrepreneurs and self-employed individuals who do not have full-time employees.
UC Investments and State Street Announce Strategic Alliance
The partners aim to provide institutional-grade investment tools and opportunities to retirement investors in the state's DC plan.
SECURE 2.0 Delivers a Mixed Bag to the 403(b) Arena
More than two years after passage of the SECURE 2.0 Act of 2022, advisers are beginning to see the effects...
Warren Questions Empower’s Push Into Private Equity for 401(k) Plans
Democratic Senator Elizabeth Warren wrote to the company’s CEO pointing out the risks of the asset class and demanding details...
Judge Dismisses 401(k) Forfeiture Complaint Against Wells Fargo
The District of Minnesota ruling found that the plaintiff failed to state a claim under ERISA.
Opinions |
Addressing the “Alternative Investment Gap” in DC Plans
A strategist for PGIM DC Solutions reviews how including alternatives among defined contribution plan investments can affect retirement outcomes, and...