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Sponsors have a number of methods at hand.
An investment with lifetime income elements can be a prudent default investment option in DC plans, even if not a QDIA, the DOL said in an information letter.
Plan participants and sponsors face an impressive amount of complexity and diversity when assessing target-date funds.
A look at the latest concerns and actions among employees, and what they mean for advisers
The companies expect to bring new market cap-based equity
strategies to retirement plan clients, with a focus on target-date funds.
Value First: Enhancing your profitability and service offering
It is important to educate participants about a well-diversified portfolio, to protect them in various market environments.
Trends in redesigning retirement plan investment menus to avoid participant inertia or overload.
However, only 23% of small plans permit participants to contribute immediately to their 401(k).
Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.
They want safety from market volatility, and they don’t think Social Security will be there for them.
On average, they started saving for
retirement at age 26.
Are investment menu consolidation and simplification in the best interest of plan participants?
With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.
Questions advisers are asking