Investing | May 1st, 2024 DOL Rejects GAO Recommendation to Update TDF Guidance GAO reports that the DOL does not offer adequate guidance on how to interpret differences across TDFs.
Compliance | January 31st, 2024 Whatever Happened to CITs in 403(b)s? It’s still a work in progress, as a legislative proposal makes its way through Congress.
Deals and People | December 23rd, 2022 Retirement Industry People Moves CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...
Investing | September 25th, 2020 PSNC 2020: Moving the Investment Menu Beyond Mutual Funds Retirement industry experts take a look at collective investment trusts, exchange-traded funds and separate accounts.
Investing | May 9th, 2019 Plan Sponsor Attempts to Lower Fees Drive Changes in TDF Offerings Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.