Tag: retirement plan investing

PAND21 CN_Johnny Dombrowski-web

Legislative and Judicial Actions

The DOL gives advisers a ‘grace month’ to comply with impartial conduct standards; the IRS ups the contribution limit by $1,000 for many DC plans next year; new piece of legislation would create a ‘Retirement Plan Lost and Found’; and more.
Art by Jackson Epstein

Investment Product and Service Launches

SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution; and John Hancock introduces mortgage-backed securities ETF.

The Future of the 60/40 Portfolio

Investment experts say it’s not the percentages of a 60/40 portfolio that need to change for it to be effective in the future—it’s the components.