TDFs With Annuity Options Set to Proliferate
2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset...
EXCLUSIVES
Catching Up With PIMCO’s Personalized Target-Date Funds
The firm continues to pitch its myTDF, a personalized target-date-fund solution in market since 2023, as a way for plan...
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Moving Beyond SECURE 2.0
Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.
Economic and Market Outlooks for the Year Ahead
Next year’s outlook emphasizes growth from easing policies, AI and infrastructure.
401(k)s and the Courts in 2025
Plan forfeiture court decisions, Loper Bright’s use and potential DOL guidance shifts are all on the table, according to ERISA...
Tracking the Evolution of PEPs
Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond...
Finding the Best Fit Between PEPs and State-Run Plans
Experts discuss which small plan solution is most appropriate for different types of businesses.
What Is Driving Plan Startups?
Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for...
TDFs: Set, But Not Forgotten
TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs...
CIT Growth Continues With Adviser Backing
As more plan sponsors turn to collective investment trusts to reduce costs, industry experts see both opportunities and challenges.
DC Plan Experts See Slow, Steady Progress in Plan Personalization
Solutions such as managed accounts and custom TDFs are evolving, but challenges to uptake remain, according to industry players.
How to Contribute Amid Retirement ‘Challenges’
In the fourth story in this quarter’s PLANADVISER In-Depth, plan advisers discuss the challenges and opportunities they see in the...