Could Managed Accounts Replace TDFs as Plan QDIAs?
Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.
News
Court Narrows Scope of Liberty Mutual Case, But Allows Single Claim to Proceed
In Massachusetts, while a federal judge granted partial summary judgment in favor of Liberty Mutual, an alleged breach of the...
Ralph Haberli Appointed President of Edelman Financial Engines
In his role, Haberli will oversee the company’s workplace, employee planning and wealth-planning businesses.
Financial Advisers Respond to Caregiving’s Growing Financial Strain
With more than 53 million Americans providing unpaid care, the financial and emotional pressures of caregiving are intensifying.
Retirement Industry People Moves – 6/6/2025
Partners Group hires chief investment strategist for private wealth and retirement; Chris LeClair Returns to Securian Financial; Shari Hensrud will...
Product and Service Launches – 6/6/25
TIFIN integrates with HUB for participation engagement; Income Lab launches Social Security tool; Fidelity introduces Managed Futures ETF; and more.
Franklin Templeton to Acquire Private Credit Manager Apera
Apera will join Franklin Templeton’s other private credit subsidiaries, which include New York-based Benefit Street Partners and London-based Alcentra, which...
Predicting a ‘Busy, Active Time’ at the DOL and EBSA
Panelists at PLANSPONSOR National Conference discussed the latest updates on ESG investing, cryptocurrency and the status of including alternative assets...
Fidelity Sees Record High 401(k) Contribution Rates in Q1
Despite the increase to contributions, according to Fidelity, market volatility brought the average balance of 401(k), 403(b) and individual retirement...
EBSA Nominee Says He Will End ‘Regulation by Litigation’
Daniel Aronowitz pledged Thursday to reduce litigation and expand retirement benefits and also to end a “war on ESOPs.”
Industry Access to Managed Account Platforms
Availability for participants is determined by recordkeeper partnerships
What is the State of the Retirement Plan Industry?
At the annual PLANSPONSOR National Conference, speakers from leading industry groups agreed that the state of the industry is strong...
Electronic Disclosure Bill Introduced in Senate
The House version of the bill, prioritizing electronic delivery of SEC-required disclosures, has already cleared committee.
EBSA Budget Request for FY26 Down 5% from FY25
The Pension Benefit Guaranty Corporation, which provides financial assistance to distressed pension plans, also requested a smaller budget at $21.8...
U.S. Wealth Soars as Millionaires Multiply and Migration Trends Shift
The U.S. leads the world in private wealth growth and millionaires, according to Henley & Partners, while a growing share...
CAPTRUST Names New Head of M&A
Mike Wunderli joins CAPTRUST from boutique investment bank Echelon Partners.
PensionBee Says Safe Harbor IRAs Are ‘Cause for Concern’
Research from PensionBee founds more than 29 million “left-behind” 401(k)s currently exist in the U.S. retirement system, costing workers up...
Pension Risk Transfer Cost Drops in April
Average costs of a competitively bid pension risk transfer declined to 101.1% of a plan’s accounting liabilities in April from...
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.
Survey Explores Unrealized Tax Credits
A report from the New Practice Labs suggests how more low-income households can realize available tax credits.