Administration | April 30th, 2024 Breaking Down ERISA Section 404(c) to the Basics This provision is designed to protect plan fiduciaries from participants’ poor investment choices, but the plan sponsor is still responsible...
Administration | April 25th, 2024 Managed Accounts and Financial Wellness Are Growing Plan-Sponsor Priorities Callan’s annual defined contribution survey highlights trends from 2023 and forecasts for 2024.
Investing | August 1st, 2023 Serving Growth-Asset Needs of Older Participants, Retirees Incorporating alternative assets into a defined contribution investment lineup is an opportunity to reflect older participants’ desire for growth, experts...
Data and Research | March 30th, 2021 Participants Want Simplified Investment Education In addition to personalized advice, this includes easy to understand plan investment menus and investment options.
Investing | March 24th, 2021 Why a Handful of Sponsors Offer More Than One TDF Family Participant demographics may play a part, but some plan sponsors might be lured by recordkeeper fee offerings.
Reader Responses | March 26th, 2018 SURVEY SAYS: Socially Responsible Investments in DC Plans The Department of Labor (DOL) has paved the ways for inclusion of environmental, social and governance (ESG)-screened investments to be...
Investing | December 12th, 2017 MetLife Finds Move Away From Money Market Funds in DC Plans Fifty-two percent of defined contribution retirement plan sponsors offer money market funds as capital preservation options, down from 62% in...