Data & Research August 14th, 2024 TDF Assets Continue Climb Through July The popular retirement savings default vehicle reached a new high for assets held by the top providers, according to Simfund...
Deals & People July 30th, 2024 Lifetime Income Design Firm ARS Elevates Paulsen to CEO The former head of distribution will lead the retirement income design company that has partnered with State Street on an...
Client Service July 9th, 2024 Vanguard Leans Into DC Adviser Outreach The recordkeeper and asset manager has made recent investments in consultant relationships as a tactic to grow its workplace plan...
Data & Research June 24th, 2024 NEPC Looks at ROI of Managed Account Savings Advice In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution...
Data & Research June 12th, 2024 Institutional Plan Consultants: Nearly 90% of Clients Want Income Solutions PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.
Products & Services June 10th, 2024 Vetting of QDIAs Is Crucial as Options Proliferate Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at...
Products & Services June 6th, 2024 Could Majority of TDFs Include Income Annuity in 10 Years? Recordkeeper builds and government backing will be key elements of TDFs with annuity options taking hold, according to a panel...
Data & Research May 30th, 2024 Investor Shifts Herald ‘Irreversible Decline’ for Mutual Funds A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...
Products & Services May 15th, 2024 TDF Flows Bounce Back in Q1 The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster...
Deals & People May 15th, 2024 Vanguard Taps Former BlackRock Divisional Head for CEO Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top...
Data & Research May 6th, 2024 401(k) Trading Rose in April Alight’s 401(k) index found participant’s gravitating toward bonds.
Compliance May 1st, 2024 GAO Recommends DOL Update TDF Guidance GAO reports concerns about a lack of understanding of TDF glidepaths and the growth of CIT TDFs.
Products & Services April 5th, 2024 LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.
Compliance March 20th, 2024 2nd Lawsuit Filed Against AT&T Over PRT Deal In two different cases, AT&T faces renewed scrutiny regarding a pension risk transfer arrangement made with Athene, while a lawsuit...
View Points March 19th, 2024 Core Menus Need to Evolve David Blanchett of PGIM argues that qualified retirement plan menus have ‘notable gaps’ in alternative asset classes that would improve...
Products & Services March 14th, 2024 Product & Service Launches – 3/14/24 Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.
Data & Research March 11th, 2024 Record Number of Participants Raised Deferral Rate in 2023, Vanguard Reports On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly.
Compliance February 28th, 2024 FlexPATH, Wood Group Beat TDF-Selection-Based Lawsuit A 401(k) complaint alleging fiduciary imprudence was rebutted in a 70-page review of the committee’s selection and review process.
View Points February 21st, 2024 It’s Time We Stopped Evaluating Managed Accounts From 2006 iJoin’s CEO discusses the evolution and current state of managed accounts.
Products February 1st, 2024 Managed Accounts: Past & Present The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?