BlackRock’s Fink: Private Assets Could Raise Retirement Funds by 14.5%
In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through...
Tag: retirement plan investing
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Product & Service Launches
Vestwell unveils an emergency savings account offering; Corebridge Financial offers an enhanced digital experience for retirement plan participants; and more.
DOL Advisory Group Continues Discussion of QDIA Decumulation Guidance
The ERISA Advisory Council members are reviewing proposed recommendations about defaulting participants into a retirement income product.
SEC Backs Down on Swing Pricing
The regulator’s decision provides relief to mutual fund managers, despite some added reporting amendments.
Market Sell-Off Sent 401(k) Trading to Highest Since Pandemic
Monday’s market rout caught enough attention to send a relatively high number of 401(k) investors to safer assets, according to...
Trust Is Growing Between Investors and Advisers
Investors prefer advisers who can be trusted to act in their best interest and understand the importance of achieving high...
Fidelity’s Bitcoin Launch Plan Rebuked by DOL
The acting assistant secretary for the Employee Benefits Security Administration has ‘grave concerns’ about Fidelity’s bitcoin 401(k) offering.
Considerations for DC Plan Sponsors Integrating ESG Investments
Communicating to retirement plan participants about what sustainable investments are and how ESG funds invest, and educating them on the...
Legislation Would Ban Institutional Investments in Russia
The proposed IMPAIR Russia Act would prevent investment firms, insurance companies and fiduciaries subject to ERISA from investing in Russian...
Strategies to Simplify DC Plan Investment Menus
Plan sponsors can use a layering approach and white labeling to help defined contribution plan participants select investments.
High 401(k) Trading Continued Into February
February was a busy month for 401(k) investors as international political events drove Wall Street lower.
Combatting Participants’ Misperceptions About TDFs
It’s important for participants to understand how target-date funds work so they don’t have a false sense of security about...
Income Doesn’t Necessarily Dictate Investing Knowledge
A survey found people of all income levels shared similar knowledge gaps, but people with fewer assets said they thought...
Considerations for Tweaking the Investment Menu for Older Participants
Participants approaching retirement and those who decide to remain in the plan need additional choices and can benefit from assets...
Retirement Plan Menus Shift With the Times
A new survey finds the continued growth of plan assets in target-date funds may be reducing the importance of the...
Alternatives May Have a Place in DC Plans
DCIIA provides potential next steps for defined contribution plan sponsors to incorporate alternative investments into their plans, with considerations for...
One Lawsuit Settled, Another Filed Over Plan Investments in Fidelity TDFs
Both lawsuits argue that the index suit of the target-date funds would have been a better option for plan participants.
Milliman Accused of Failing to Prune Bad Investments From 401(k)
A lawsuit alleges that the poor performance of a suite of target-risk funds resulted in a nearly $250 million loss...
Agreement Reached in T. Rowe Price Proprietary Funds Lawsuit
The firm has agreed to pay $7 million and offer a brokerage window providing participants with access to nonproprietary funds.
Considerations to Help DC Plan Sponsors Regroup for the New Year
Mercer says delving into participant data and keeping up with new product offerings, legislation and regulations can help plan sponsors...