Wednesday, August 14th, 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 DATA & RESEARCH TDF Assets Continue Climb Through July The popular retirement savings default vehicle reached a new high for assets held by the top providers, according to Simfund data. PRODUCTS CITs ‘Inch Past’ Mutual Funds to Become Lead Target-Date Investment Vehicle June 2024 data from Morningstar show collective investment trust target-dates make up about 50.5% of TDF assets. COMPLIANCE Bill to Allow CITs in 403(b) Plans Introduced in Senate The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8.  PRODUCTS Franklin Templeton, Pacific Life Join In-Plan Lifetime Income Push A new defined contribution managed account offers participants a chance to invest in a deferred fixed-income annuity. DATA & RESEARCH Mutual Fund Fees in 401(k)s Have Dropped by More Than Half This Century ICI data show the steady drop in mutual fund fees, even as the most popular 401(k) investment vehicle faces competition from cheaper CITs. PRODUCTS Vanguard Removes Oaktree From $785M Fund The asset management behemoth reallocated Oaktree’s advisement to two other current managers of the emerging market fund. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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