Tag: Investment Menus

Advisers and providers praised top target-date funds but said personalized investing is on the horizon for defined contribution plans.

Information about alternatives in DC plans should provide straightforward explanations about diversification and clear information about cost and liquidity.

The plaintiffs accuse plan fiduciaries of keeping imprudent funds and favoring an affiliated manager.

A former director of the PBGC writes that it is time for new language and a new approach toward private...

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

A Nasdaq-100 survey conducted by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than...

A review of key influences on menu design, offering a framework for plan sponsors and industry professionals to consider as...

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.

Reacting to cases citing the ‘inappropriateness’ of certain investments, many large plan sponsors have eliminated volatile asset classes from their...

In an uncertain regulatory environment, panelists discussed considerations for plan sponsors when evaluating whether to put ESG funds into an...

In a survey of over 1,300 plan sponsors, 22% are seeking more extensive service offerings as well as improved participant...

The DOL rule is designed to reduce legal uncertainty and obstacles to ESG investment.

Despite growth for total HSA assets reaching nearly $100 billon, invested assets are still stubbornly sluggish. 

Plan sponsors discussed the investment options they chose for their plans and how they determined which were best.

Preparing participants financially to be able to retire beat out reducing plan costs as plan sponsors' top concern in this...