Deals & People May 15th, 2024 Vanguard Taps Former BlackRock Divisional Head for CEO Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top...
Data & Research May 6th, 2024 401(k) Trading Rose in April Alight’s 401(k) index found participant’s gravitating toward bonds.
Compliance May 1st, 2024 GAO Recommends DOL Update TDF Guidance GAO reports concerns about a lack of understanding of TDF glidepaths and the growth of CIT TDFs.
Products & Services April 5th, 2024 LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.
Compliance March 20th, 2024 2nd Lawsuit Filed Against AT&T Over PRT Deal In two different cases, AT&T faces renewed scrutiny regarding a pension risk transfer arrangement made with Athene, while a lawsuit...
View Points March 19th, 2024 Core Menus Need to Evolve David Blanchett of PGIM argues that qualified retirement plan menus have ‘notable gaps’ in alternative asset classes that would improve...
Products & Services March 14th, 2024 Product & Service Launches – 3/14/24 Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.
Data & Research March 11th, 2024 Record Number of Participants Raised Deferral Rate in 2023, Vanguard Reports On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly.
Compliance February 28th, 2024 FlexPATH, Wood Group Beat TDF-Selection-Based Lawsuit A 401(k) complaint alleging fiduciary imprudence was rebutted in a 70-page review of the committee’s selection and review process.
View Points February 21st, 2024 It’s Time We Stopped Evaluating Managed Accounts From 2006 iJoin’s CEO discusses the evolution and current state of managed accounts.
Products February 1st, 2024 Managed Accounts: Past & Present The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Products February 1st, 2024 Are Managed Accounts Good for Less Wealthy Retirees? Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be...
Products February 1st, 2024 Managed Accounts, By the Numbers PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
Practice Management January 30th, 2024 BlackRock Heightens DC-Adviser Focus Firm announces new resource center, and leader, to work across DC plan and financial advisement.
Compliance January 29th, 2024 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...
In Practice January 23rd, 2024 Nuts & Bolts: QDIAs What new advisers need to know about qualified default investment alternatives in retirement plans.
Client Service January 22nd, 2024 American Funds Maintains Largest TDF Inflows in 2023 The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.
Deals & People December 14th, 2023 MFS, Natixis Both Name New CEOs Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.
Client Service December 1st, 2023 Wilshire: Personalized Investing Is Future of DC Plans Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...
Products & Services November 15th, 2023 Looking to Benchmark Managed Accounts? This Firm Has a Report for That Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.