Marsh McLennan’s Mercer to Acquire UK-based Retirement Plan Consultant
Mercer parent Marsh McLennan will expand its international retirement footprint with purchase of Cardano.
Tag: DC plans
DB and DC Participant Access Update
The BLS’ most recent data reports 67% of private workers have access to a defined contribution plan and 15% can...
Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans
The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Participant Goals Show Need for Plan Design Improvements
Many participants want to save more and retire at the traditional age, which will require advisers to help with thoughtful...
Managed Accounts Show Mass Potential, Need Better Benchmarking
Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...
US Retirement Assets Rise for 4th Straight Quarter Through Q2
Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...
Advisers Can Leverage Plan Sponsor Openness to Plan, Investment Changes, Research Finds
Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan...
US Retirement Assets Grow to $35.4 Trillion in Q1
Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.
Retirement Industry People Moves
TIAA snags Kivett from Prudential for new 401(k) role; Voya expands workplace solutions team with Ritter, Bandani; new RIA Modern...
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated...
Private Real Estate Funds Are Up 7.4%. Can More DC Participants Get a Foot in the Door?
Private real estate investments typically only available for institutional and wealthy investors can be a stable hedge against inflation and...
Will ETFs Ever Break Into the Retirement Plan Space?
The factors that make exchange-traded funds popular with individual investors and financial advisers might be moot points in most DC...
DOL Cautions Small Plan Fiduciaries Against Diving Into Private Equity Investments
The agency issued a supplemental statement in response to stakeholder concerns that private equity investments could be inappropriate for small DC plans.
Paper Offers Tips for Incorporating ESG Investing in DC Plans
DCIIA says it aims to provide practical steps consistent with fiduciary obligations.
David Blanchett Named as QMA’s Head of Retirement Research
One of his top priorities will be to provide research to develop retirement income products for DC plans.
DCALTA Publishes Framework for Implementation of Private Equity in DC Plans
DCALTA says its framework addresses the key implementation challenge identified by plan sponsors: operational aspects of daily valuation of private alternative assets that do not trade on an...
Regulatory & compliance | investments
How 3(38) Advising Profits Clients
Investment management turns up inefficiencies, takes on some risk, and more.
Best Candidates for Annuities
Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and...
DOL Issues Guidance About Private Equity Investments in DC Plans
An Information Letter addresses private equity investments as a component of a professionally managed asset allocation fund and outlines what plan fiduciaries should consider.
Willis Towers Watson Outlines DC Plans 3.0
Willis Towers Watson’s Thinking Ahead Institute says defined contribution plan designs and communications will leverage technology to deliver a far more customized experience for participants.