Wednesday, May 8th, 2024 A topical newsletter from PLANADVISER DCIO and Investment Menus The investment menu continues to evolve as new products, ideas and regulations shape the industry. The stories in this spotlight consider DCIO and investment menus. SPONSORED AD PRODUCTS & SERVICES Stable Value Funds Amid High Interest Rates Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen when rates finally come down. DATA & RESEARCH Alternative Reality Alt investing in DC plans is still a dim possibility despite some solutions already in market, according to Cerulli. PRACTICE MANAGEMENT Beyond Auto Impactful plan design innovations that plan sponsors can make to incentivize workers to save. COMPLIANCE What the Fiduciary Rule Means for Investment Menu Advisement Advisers may have to revisit their menu designs for small businesses, but compliance with this part of the rule is expected to be lighter than others. COMPLIANCE GAO Recommends DOL Update TDF Guidance GAO reports concerns about a lack of understanding of TDF glidepaths and the growth of CIT TDFs. IN PRACTICE Retirement Planning for Diverse Populations Experts discuss why taking into account the diversity of participant populations is crucial in evaluating and designing a workplace plan. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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