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Weekday news and analysis for retirement plan advisers
Tuesday, January 21, 2025
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Strategies for Enhancing Portfolio Management
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According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.
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Compliance
SEC Fines Vanguard for Misleading Retail Target-Date Fund Investors
The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences associated with a change in investment minimums.
 
Today’s Most Read
1. DOL Files to Pause Appeal of Fiduciary Rule
2. Income Target-Funds Reach $22B in Assets in 2024
3. Answering Questions About SECURE 2.0 Catch-Up Provisions
ERISA Group’s Lawsuit Seeks to Upend Final Federal Mental Health Parity Rules
ERIC argues the final rule goes beyond the authority federal officials have under the mental health parity law’s authority.
Retirement Industry People Moves – 1/17/25
JPMorganChase announces new responsibilities for senior leaders; NEPC names Contorno principal and head of DC vendor management; CG Financial Services Appoints Hiipakka as President and COO; and more.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
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