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...
Tag: target-date funds (TDFs)
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...
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.
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.
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.
It’s Time We Stopped Evaluating Managed Accounts From 2006
iJoin’s CEO discusses the evolution and current state of managed accounts.
Managed Accounts: Past & Present
The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
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...
Managed Accounts, By the Numbers
PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
BlackRock Heightens DC-Adviser Focus
Firm announces new resource center, and leader, to work across DC plan and financial advisement.
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...
Nuts & Bolts: QDIAs
What new advisers need to know about qualified default investment alternatives in retirement plans.
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.
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.
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...
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.
BlackRock’s Fink Marks 30-Years of TDFs
The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for...
Money Markets Experience Highest 401(k) Investment Inflows in October
Alight Solutions’ 401(k) index also revealed 14 of the month’s 22 trading days favored fixed-income funds.
Vanguard Target Date Retirement Fund Series Turns 20
The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.
TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22
American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...