Compliance May 1st, 2024 GAO Recommends DOL Update TDF Guidance GAO reports concerns about a lack of understanding of TDF glidepaths and the growth of CIT TDFs.
Compliance March 20th, 2024 2nd Lawsuit Filed Against AT&T Over PRT Deal In two different cases, AT&T faces renewed scrutiny regarding a pension risk transfer arrangement made with Athene, while a lawsuit...
Client Service December 1st, 2023 Wilshire: Personalized Investing Is Future of DC Plans Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...
Data & Research November 7th, 2023 Money Markets Experience Highest 401(k) Investment Inflows in October Alight Solutions’ 401(k) index also revealed 14 of the month’s 22 trading days favored fixed-income funds.
Products October 12th, 2023 Investment Product & Service Launches – 10/12/23 PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and...
Data & Research September 12th, 2023 Blended TDF Uptake Remains Low, but ‘There’s Clearly Something Shifting’ Only 9% of advisers report using blended TDFs, but 93% are interested in them, according to a T. Rowe Price...
Products April 19th, 2023 State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
Compliance March 29th, 2023 DISH Network Retirement Plan Survives Legal Challenge The plan had been challenged for excessive fees and underperformance under ERISA, but a federal judge dismissed the complaint.
Compliance February 9th, 2023 Microsoft Escapes Retirement Plan TDF Suit One of a string of lawsuits filed against companies that put retirement savers into a BlackRock TDF suite was dismissed...
Compliance February 2nd, 2023 Federal Magistrate Judge Recommends Dismissal of ERISA Case Against Dish Network The plaintiffs have 14 days to resubmit and restate their claim in the excessive-fee case.
Data & Research January 29th, 2023 Research: Adding Alts To Target-Date Funds Can Boost Savings Outcomes Adding private market investments to TDFs can boost retirement income as much as 2%, according to Georgetown and WTW research.
Compliance December 8th, 2022 District Court Dismisses Two ERISA Lawsuits Challenging BlackRock TDFs A series of lawsuits brought against plan sponsors that use the BlackRock funds as their QDIA received a setback last...
Client Service March 2nd, 2022 Misperceptions About TDFs Giving Participants a False Sense of Security Many think the funds are guaranteed, a study finds, so more education is needed.
Data Points A Balanced Fund or a TDF? Weighing their relative merits is an important task for advisers and clients.
Cover Story Eyes on the Investment Menu Experts share insights on the construct of a modern DC plan lineup.
The Markets June 10th, 2021 DCIO Execs Talk ‘Battle-Tested’ Investment Process TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.
Compliance May 10th, 2021 Congressional Chairs Ask the GAO to Review TDFs They say the expenses and risk allocations in target-date funds vary considerably.
Client Service February 5th, 2021 15th Anniversary of RPAY: Jania Stout In the past few years, her practice has grown its assets by nearly $1 billion a year.
The Markets October 23rd, 2020 The Role of Guaranteed Minimum Benefit Riders in In-Plan Annuities With some riders, participants can enjoy the upside of the market with downside protection.
ERISA vista DOL Gives Private-Equity Guidance 401(k) plans may include the strategy as part of a diversified fund.