MODERN INVESTMENT MENU / CRYPTOCURRENCY PLANADVISER May/June 2022

Fool’s Gold for 401(k)s?

The DOL’s guidance on cryptocurrency causes much confusion.

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Compliance

August 7th, 2025

IRI Urges New Jersey to Keep Advisers, Broker/Dealers ‘Independent’

The Garden State has proposed labeling investment advisers and broker/dealers ‘employees’ rather than ‘independent contractors.’

Data & Research

August 5th, 2025

Younger Investors Flock to Alts, While Older Investors Remain Cautious

There is a generational divide when it comes to what older and younger Americans are choosing for their investments.

Compliance

August 4th, 2025

Trump’s Crypto Working Group Wants Agency Guidance to Increase Digital Asset Adoption

The task force, established by a January executive order, made proposals related to several digital finance issues.

Feature PLANADVISER May/June 2022

Design and Stability

Evaluating the investment menu in inflationary times.

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Data & Research

July 31st, 2025

Participants Are Less Optimistic About Reaching Savings Goals, Schwab Survey Finds

More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement.

Data & Research

July 16th, 2025

Q2 Sees Volatile 401(k) Trading, According to Alight

The company's 401(k) Index found investors spent most of the quarter shifting funds from stocks to fixed income.

Data & Research

April 14th, 2025

Consumers Worry That Income Isn’t Keeping Up With Inflation

While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the...