Weekday news and analysis for retirement plan advisers
Tuesday, October 08, 2024
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401(k) Traders Shifting to Fixed Income
There is a ‘rebalancing’ happening after four consecutive quarters of a lean toward equity investing, according to Alight data.
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Supreme Court to Review ERISA Prohibited Transactions
A case brought in 2016 against Cornell University will be reviewed for how strictly the courts should read ERISA on transactions between plan sponsors and service providers.
Today’s Most Read
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Maximum Benefit and Contribution Limits Table 2025
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Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
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How Plan Advisers Are Reacting to Trump Election Win
Advisory M&A News – 10/7/24
Hub International acquires Creative Financial Strategies; Mercer Advisors adds two advisory groups; and UBS hires $400 million financial adviser team.
TDFs: Set, But Not Forgotten
TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs of low-cost options and further customization.
In Case You Missed It: PLANADVISER In-Depth
Read our recent collection of stories considering the state of retirement in the U.S.
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