Curated Content Library

Experts discuss the trends of streamlining the investment menu and adding lifetime income options. 

Plan sponsors should consider diversifying their fixed-income allocations in their investment menus, as well as exploring optional SECURE 2.0 provisions, to improve retirement readiness, according to MFS.

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.

If you offer ESGs or are considering them for your 401k plan, here are 4 issues you will want to consider. 

New plan features and plan design are shaking up the retirement plan industry, specifically, for plan sponsors.  Financial services firms are collaborating on the big change of adding guaranteed lifetime income products to 401(k)s.

ICI President and CEO Eric Pan released the following statement regarding the SEC’s proposal to require additional disclosure around environmental, social, and governance (ESG) investment practices: “ICI fully supports regulatory measures to addr...

Five administrative policies every 401(k) plan needs 

The SEC proposed new rules to curb investment vehicles from misleading clients about their adherence to ESG principles, a practice known as greenwashing. 

The U.S. Department of Labor (DOL) warned 401(k) plans to "exercise extreme care" before including a cryptocurrency option in their investment menu. While short of an outright ban, the guidance calls for an abundance of caution regarding crypto.

Plaintiffs attorneys are salivating over future litigation as companies weigh whether to offer risky crypto options in their retirement plans.

In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives...

Crypto and 401(k)s... A good idea, bad idea or still too early to tell? Bitcoin in 401ks took a major step forward with the announcement that Fidelity is launching Fidelity’s workplace Digital Assets Account.

Best practices to communicate to your retirement plan participants about sustainable investments. What are ESGs? How are they invested? 

74% of plan participants without #ESG investment options in their plan, said they would or might increase their contribution rate if ESG options were offered.

Interested in #ESG options for your 401(k) plan but keep hitting barriers? Check out the top 3 barriers, how to address them and potentially move forward.

Fee considerations for small plans, from reviewing investment options to benchmarking..  

DOL threatens to investigate fiduciaries over cryptocurrency in 401(k)s... what employers need to know.  One day after President Biden’s Executive Order on Ensuring Responsible Development of Digital Assets, the Department of Labor’s Employee...

ESG funds rank high among younger participants. Learn more here EBRI found that when ESG funds are included in public defined-contribution plans, they're used frequently by younger workers

Lower fees, more accessibility for participants and new distribution methods might make managed accounts worth a new look for employers who sponsor defined contribution plans.

Are you thinking about adding lifetime income investments within your workplace retirement plan? Here are some helpful fiduciary considerations