Tag: defined contribution plan investments

As regulators prepare guidance, experts say ERISA’s prudence standard remains—but process, documentation and expertise matter more than ever.

Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy argue for the debate over private investments in 401(k) plans to be based...

Incorporating private assets into TDFs and taking a blended investment management approach may bode well, according to the firm.

Amid the clamor over including alternative investments, thoughtful consideration by plan sponsors is essential, writes a J.P. Morgan Asset Management...

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

Many defined contribution plan sponsors have concerns about offering alternative investments in their 401(k) menu, but a supportive regulatory environment...

ERISA attorneys review what the law and a decade or more of case law require of plan sponsors.

MissionSquare findings emphasize the importance of well-designed default options in securing retirement outcomes.

Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.

The majority of plan participants that are currently investing—or would like to invest—in environmental, social and governance funds want their...

Plan sponsors’ view of participants’ investment sophistication and recent regulations could have something to do with it.

Man Group releases ESG analysis tool; Prudential Capital Group renames global investment business; Schwab expands ETF OneSource Program; and more.

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

Fifty-two percent of defined contribution retirement plan sponsors offer money market funds as capital preservation options, down from 62% in...