News

A Better DC Plan Core Investment Menu

Automated asset-allocation solutions designed for retirees are indeed popular, but the majority of defined contribution plan participants still use the core investment menu.

There’s an Untapped Market for ESG Investing

More investors than research has shown are interested in environmental, social and governance (ESG) investing, but most don't speak out, and many need education to help them invest in what matters to them.

The Future Open-MEP Market

There are two potential pathways for the broad adoption of open multiple employer plans by small businesses, one driven by advisers and the other by recordkeepers.

DOL Receives Recommendations for Lifetime Income in DC Plans

The ERISA Advisory Council sent a report to Secretary of Labor R. Alexander Acosta focusing on recommendations for promoting lifetime income (LTI) within defined contribution (DC) plans through changes to the annuity selection safe harbor and modifying the qualified default investment alternative (QDIA) rule.

Social Security Trust Funds Gain One Year

Combined assets of the Old-Age and Survivors Insurance and Disability Insurance (OASI and DI) Trust Funds are projected to become depleted in 2035; however, the OASI Trust Fund is projected to become depleted in 2034, the same as last year’s estimate.