Weekday news and analysis for retirement plan advisers
Tuesday, January 21, 2025
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Strategies for Enhancing Portfolio Management
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
m
ental
h
ealth
p
arity
l
aw’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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