Wednesday, February 14th, 2024 A topical newsletter from PLANADVISER Defined Contribution Investment Only and Investment Menus DCIO offerings and investment plan menus are constantly evolving with new products, needs, and regulations. The stories in this newsletter spotlight consider DC asset management and the plan menu today. SPONSORED AD VEIW POINTS How AI Will Change the Retirement Industry, and How It Won’t A PensionPro executive explains that while AI will improve many retirement plan processes, humans will still need to steer the ship. COMPLIANCE Can 403(b)s and CITs Some Day Be Friends? Legislation to permit the pooled investment into 403(b) plans continues to inchworm its way through Congress. DATA & RESEARCH Advisers Hardly Ever Recommend Active TDFs to Retirement Plans, Research Shows A report from Cerulli also found that student loan matching and Roth matching are among the most recommended SECURE 2.0 provisions to plans. PRACTICE MANAGEMENT BlackRock Heightens DC-Adviser Focus Firm announces new resource center, and leader, to work across DC plan and financial advisement. COMPLIANCE Bitcoin and Brokerage Windows: A Risk for Fiduciaries? The DOL has not yet commented on cryptocurrency investments in the wake of the SEC’s approval of bitcoin exchange-traded products. DATA & RESEARCH 7 Steps to Further Diversity in Asset Management A Milken Institute financial markets director lays out the firm’s plan to improve diversity in asset management. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850