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Wednesday, March 12th, 2025
A topical newsletter from PLANADVISER
DC Plan Personalization
This week’s Spotlight covers defined contribution plan personalization, which may include utilizing managed accounts, changing plan design or leveraging AI, among other strategies.
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Data & Research
Lower Fees Could Drive Greater Managed Account Adoption Among Plan Sponsors
Seventy percent of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.
Products & Services
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
In Practice
AI-Enhanced Fraud: A Growing Threat to Retirement Plans
Criminals are using artificial intelligence to craft more convincing phishing attacks, leaving businesses and retirement plans vulnerable.
Products
New AI Retirement Planning Tool Aims to Transform How Americans View Their Futures
The UCLA professor Shlomo Benartzi’s new visualization tool is designed to inspire optimism in retirement.
Deals & People
The Importance of Leveraging Technology to Improve Financial Wellness
When looking to provide more personalized financial wellness tools to employees, relevant educational content specific to individuals’ needs can be hard to come by.
Products & Services
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 advisers to bring clients a more personalized glide path.
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