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.
In Practice January 23rd, 2024 Nuts and 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.
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.
Products November 9th, 2023 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...
Products October 27th, 2023 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.
Data & Research October 23rd, 2023 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,...
Data & Research October 23rd, 2023 Long-Term Investment Fund Assets Set to Rise After 2022 Dip After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for...
Products October 19th, 2023 BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
Data & Research October 4th, 2023 Managed Accounts’ Default Use Limited by Litigation Fears, Fees Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...
The Markets September 7th, 2023 Can ETFs Work in 401(k)s With Mutual Fund Rebranding? F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...
Products August 8th, 2023 TIAA’s Nuveen Launches TDF With Embedded Guaranteed Income Annuity The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.