Weekday news and analysis for retirement plan advisers

Thursday, June 20, 2024 Exclusives | Awards | Research | Events

Data & Research Younger High-Net-Worth Investors Seek Out Alternative Investments Gen Z and Millennials are turning to alternatives instead of traditional stock and bond investments. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Vanguard Reopens Two Actively Managed Mutual Funds to New Investors Vanguard has brought back its Primecap and Primecap Core funds, which were closed to new investors in 2004 and 2009, respectively.

Today’s Most Read 1. Social Security Administration Changes Process to Prove Identity 2. 2025 PLANADVISER Top Retirement Plan Advisers 3. Lockheed Martin Sued for In-House Management of 401(k) Plan

CITs Continue Dominance in DC Plans But Face Limitations According to recent research from Cerulli, collective investment trusts are surpassing mutual funds in 401(k) plans; yet, there are still obstacles preventing CITs from being widely used on investment menus.

Why Roth? Benefits for Plans and Participants After many years of availability, many employers now offer a Roth 401(k) as part of their plan design—which will make coming mandates easier to manage.

Register Today: PLANADVISER 360 PLANADVISER 360, our reimagined national conference, will bring together top plan advisers, retirement industry experts and emerging leaders to Scottsdale, Arizona this November. Don’t miss out—register today!

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