Data and Research | July 12th, 2024 Gen Zers Most Confident About Retirement, but Still Worry About Outliving Savings For the third consecutive year, BlackRock’s survey finds at least 60% of respondents from all generations say they are worried...
Products | May 9th, 2024 AllianceBernstein Expands Access to Secure Income Portfolio Plan sponsors can access the AllianceBernstein Secure Income Portfolio.
Products | April 24th, 2024 BlackRock’s LifePath Paycheck Now Live for DC Plans Fourteen plan sponsors have already signed on to offer the guaranteed income product, which functions like a target-date fund, to...
Data and Research | April 22nd, 2024 Advanced Recordkeeping Technology Allows for More Personalization in TDFs By collecting more personal data beyond just age, recordkeepers have an opportunity to offer personalized target-date funds.
Investing | March 18th, 2024 2024 PS Webinar: The Evolution of QDIAs For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.
Products | February 28th, 2024 BlackRock Prepares LifePath Paycheck to Address In-Plan Retirement Income The retirement income solution functions like a target-date fund, embedding the option to annuitize a portion of a participant’s assets...
Data and Research | February 14th, 2024 Target-Date Assets Reach Record High $3.5 Trillion in 2023 Fees continued to fall, performance rallied and assets grew, according to Sway Research.
Opinions | February 8th, 2024 A Case for Prudent Diversification in DC Plans It is the law of the land.
Administration | January 2nd, 2024 Plan Sponsors Should Be Intentional When Adding Managed Accounts Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives.
Investing | December 4th, 2023 Incorporating Alternatives Into DC Plans Brings Challenges, Opportunities for Plan Sponsors The U.S. is falling behind other countries in offering alternative investments in defined contribution plans, according to speakers at the...
Investing | November 13th, 2023 Behind JPMorgan’s Underweight Equity Strategy in Target-Date Funds As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date...
Investing | October 25th, 2023 Managed Accounts Provide Personalized Investments but Some Sponsors Hesitant to Offer Despite the many advantages of managed accounts, plan sponsors still have reservations due to concerns about fees, litigation and participant...
Investing | October 18th, 2023 Participants Lack Understanding of TDFs, Unsure About Withdrawal Needs Employees surveyed by MFS Investment Management expressed confusion about the benefits of target-date funds and a lack of confidence about...
Compliance | August 15th, 2023 ERISA Case Against Cisco Over BlackRock TDFs Dismissed A judge dismissed a complaint against the retirement plan committee for Cisco, marking the fifth dismissal of similar lawsuits.
Investing | August 1st, 2023 How Plan Sponsors Make Sure Their QDIA Is Still the Best Option Large plan sponsors explain what they look for in quarterly reviews of their plans' qualified default investment alternatives.
Data and Research | July 26th, 2023 Workplace Savers Feel ‘Off Track’ to Retire, Seek Sources of Guaranteed Income Increased market volatility, high inflation, fears of a recession and a lack of retirement income were cited as contributing factors...
Investing | July 14th, 2023 Asset Diversification in DC Plans: Opportunity for Tremendous Growth, Study Finds If applied to all US target-date options, the incorporation of illiquid assets could represent $5 billion in additional net returns,...
Products | February 10th, 2023 Putnam Brings ESG-Focused TDFs to DC Plan Sponsors The defined contribution investment provider says the new offering is to meet growing demand from plan sponsors and participants.
Products | July 14th, 2022 Investment Product and Service Launches Northern Trust Front Office Solutions enhances liquidity management solutions for asset owners and Wilshire brings to market third-gen factor index...
Products | June 30th, 2022 Investment Product and Service Launches DWS releases climate-focused Xtrackers ETF.