Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully, note advisers in a PLANADVISER practice progress webinar.
Designing a Plan Investment Menu in Unprecedented Times
Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs
Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan menus, according to Cerulli.
Managing Investment Risk in Chinese Assets
An expert panel hosted by CII discussed the risks of investing in China and what it means for retirement plan investment selection.
DOL Rule Greenlights ESG, But Questions Remain
The new final rule seeks to make ESG permissible for ERISA plans, but specific use will still need to play out, according to ERISA attorneys.
Design and Stability
Eyes on the Investment Menu
A Better DC Plan Core Investment Menu
Preparing Participants for Retirement Is Sponsors’ Top Concern
To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.
HSAs Need to Offer Equities, Multi-Assets and Fixed Income, Devenir Says
It would also be good for them to include emerging markets equities, target-date funds, alternatives, international bonds and specialty bonds.