Investing | November 1st, 2023 Hartford Funds Seeks to Let $4.1B Fund Make More Concentrated Investments Shareholders can approve a proposal to reclassify Hartford’s Growth Opportunities Fund as a non-diversified investment, according to a securities filing.
Administration | June 26th, 2023 PSNC 2023: Unique Issues for 403(b) Plan Sponsors Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational...
Data and Research | April 12th, 2023 Interest in Retaining Retiree Assets Has Grown, Highlighting Retirement Income There is an opportunity for asset managers to focus their distribution of retirement income products, as interest in keeping retired...
Data and Research | August 23rd, 2022 Plan Sponsor Activity Hits New Highs in 2022 A Fidelity survey finds that employers recognize advisers have a role in attracting and retaining employees.
Data and Research | April 11th, 2022 In-Plan ESG Options Could Increase Retirement Contributions The majority of plan participants that are currently investing—or would like to invest—in environmental, social and governance funds want their...
Administration | April 30th, 2019 How and Why to Simplify DC Plan Investment Menus Simplifying a defined contribution (DC) plan’s investment menu could encourage more employees to participate in the plan, sources say.
Data and Research | December 7th, 2018 403(b) Core Menus Offer Variety of Investments On average, they offer 27 core investment options, according to ICI and BrightScope
Participants | September 21st, 2018 The Perils of Ignoring Participant Complaints If a plan sponsor fails to respond, they could face a civil and/or DOL lawsuit