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Advisers Giving Back: Kristi Baker
The plan adviser discusses her work to help create a university-like program for adults with intellectual and development needs.
TDFs With Annuity Options Set to Proliferate
2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset allocation updates.
Q&A: Seeking a More Perfect TDF
Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.
Corporate Pension Funding Status Rose in December, Ending Strong in 2024
Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension liabilities.
401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24
Encore Fiduciary reported a 35% increase in ERISA excessive fee litigation, in part driven by a surge in plan forfeiture lawsuits.
Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth
The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised...
Groups Call On Supreme Court to Uphold Cornell University Decision to Stem Frivolous Lawsuits
The Supreme Court will hear a case to resolve a split among circuit courts on whether a plaintiff must argue that more than a ‘prohibited transaction’ has occurred...
Catching Up With PIMCO’s Personalized Target-Date Funds
The firm continues to pitch its myTDF, a personalized target-date-fund solution in market since 2023, as a way for plan advisers to bring clients a more personalized glide...
DCIIA Announces Executive Committee for 2025-2026
In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.
Pension Income Accounted for $1.5T of US Economic Output in 2022
Private and public sector defined benefit pension fund payments also added $224.3 billion in tax revenue, according to the National Institute on Retirement Security.
JP Morgan Bolsters Retirement Unit With Hires From Vestwell, Smart
Josh Forstater of Vestwell has been tapped to expand Morgan’s Everyday 401(k), and Tina Anstett of Smart will lead regulatory and legislative thought leadership.
Some Optional SECURE 2.0 Provisions Seeing Minimal Traction
A majority of plan sponsors are not planning to add options such as emergency sidecar accounts or employer matching to Roth contributions, according to a new Alight survey.
Biden Signs Social Security Fairness Act
The law will boost Social Security benefits for nearly 3 million public workers.
Nuts & Bolts: Requests for Proposal
What new plan advisers need to know about RFPs from plan sponsors.
Amazon Employees File 401(k) Plan Forfeiture Complaint in Federal Court
The online retail giant joins more than 30 plan sponsors accused of mismanaging participant forfeitures for its own gain.
Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025
Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Allianz Life Survey Reveals Financial Stress but Optimism for 2025 Among Americans
Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.
DOL’s Khawar, Among Architects of New Retirement Fiduciary Rule, To Step Down
The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20.