How Plan Advisers Are Reacting to Trump Election Win
Retirement plan advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook.
Tag: investment menu
Stable Value Funds Amid High Interest Rates
Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen...
Assessing Regulations and Best Practices for ESG Investing
ESG experts discuss the current regulatory and business landscapes regarding ESG reporting and investing.
Can ETFs Work in 401(k)s With Mutual Fund Rebranding?
F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...
Just the facts
Just the Facts
Consumers Keep Flocking to Annuities After a record-breaking 2022, retail annuities surpassed all of their previous quarterly sales numbers since...
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully,...
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of...
Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs
Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...
Managing Investment Risk in Chinese Assets
An expert panel hosted by CII discussed the risks of investing in China and what it means for retirement plan...
DOL Rule Greenlights ESG, But Questions Remain
The new final rule seeks to make ESG permissible for ERISA plans, but specific use will still need to play...
Cover Story
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Preparing Participants for Retirement Is Sponsors’ Top Concern
To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.
HSAs Need to Offer Equities, Multi-Assets and Fixed Income, Devenir Says
It would also be good for them to include emerging markets equities, target-date funds, alternatives, international bonds and specialty bonds.