Tag: brokerage windows

Compliance

January 10th, 2024

Bitcoin and Brokerage Windows: A Risk for Fiduciaries?

The DOL has not yet commented on cryptocurrency investments in the wake of the SEC’s approval of bitcoin exchange-traded products.

Compliance

July 12th, 2021

Industry Groups Say No New Regulations Needed Regarding Brokerage Windows

The ERISA Advisory Council was told brokerage windows serve a special purpose and onerous regulations could discourage their use.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management