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  • optimizing plan design in the investment menu  plansponsor
    Publisher: PLANSPONSOR

    optimizing plan design in the investment menu plansponsor

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

    Tags: retirement income, investment options, plan design

    5 1
  • How Plan Sponsors Can Address Declining Retirement Confidence in 2024 | PLANSPONSOR
    Publisher: PLANSPONSOR

    How Plan Sponsors Can Address Declining Retirement Confidence in 2024 | PLANSPONSOR

    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.
    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.

    Tags: retirement readiness, secure 2.0, investment options

    5 1
  • Biden Uses First Veto to Uphold DOL ESG Rule | PLANSPONSOR
    Publisher: PLANSPONSOR

    Biden Uses First Veto to Uphold DOL ESG Rule | PLANSPONSOR

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

    Tags: legislation, investment options, 2023, esg

    5 1
  • Practical Tips for Plan Sponsors and ESG Investments
    Publisher: Bloomberg.com

    Practical Tips for Plan Sponsors and ESG Investments

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

    Tags: investment options, esg, sustainable investing

    5 1
  • Big change is coming for 401(k)s
    Publisher: InvestmentNews

    Big change is coming for 401(k)s

    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.
    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.

    Tags: retirement income, investment options, guaranteed income

    5 1
  • ICI Statement on SEC ESG Disclosure Proposal
    Publisher: Investment Company Institute

    ICI Statement on SEC ESG Disclosure Proposal

    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...
    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...

    Tags: investment options, esg, sustainable investing

    5 1
  • 401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs | Foley & Lardner LLP
    Publisher: Foley & Lardner

    401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs | Foley & Lardner LLP

    Five administrative policies every 401(k) plan needs 
    Five administrative policies every 401(k) plan needs 

    Tags: investment options, loans, cybersecurity, plan administration, missing participants, 401k, compliance

    5 1
  • Spotlight on Enforcement Task Force Focused on Climate and ESG Issues
    Publisher: U.S. Securities & Exchange Commission

    Spotlight on Enforcement Task Force Focused on Climate and ESG Issues

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

    Tags: investment options, esg

    5 1
  • DOL Warns 401(k) Plans Against Allowing Crypto Investments
    Publisher: SHRM

    DOL Warns 401(k) Plans Against Allowing Crypto Investments

    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.
    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.

    Tags: investment options, cybersecurity, cryptocurrency

    5 1
  • Workers want crypto 401(k) options, but companies that offer them will face a wave of lawsuits
    Publisher: Fortune

    Workers want crypto 401(k) options, but companies that offer them will face a wave of lawsuits

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

    Tags: investment options, cryptocurrency

    5 1
  • Are Brokerage Windows an Effective Way of Limiting Fiduciary Risk After Hughes v. Northwestern?
    Publisher: The Wagner Law Group | The Wagner Law Group

    Are Brokerage Windows an Effective Way of Limiting Fiduciary Risk After Hughes v. Northwestern?

    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...
    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...

    Tags: investment options, plan design, sdb, self directed brokerage

    5 1
  • Fidelity to Offer Bitcoin in 401ks - 401K Specialist
    Publisher: 401K Specialist

    Fidelity to Offer Bitcoin in 401ks - 401K Specialist

    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.
    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.

    Tags: investment options, cryptocurrency, fidelity

    5 1
  • Considerations for DC Plan Sponsors Integrating ESG Investments
    Publisher: PLANSPONSOR

    Considerations for DC Plan Sponsors Integrating ESG Investments

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

    Tags: participant communication, investment options, esg

    5 1
  • Publisher: BusinessWire

    More 401K Participants Say Having ESG Options Could Inspire Them to Increase Contribution Rate

    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.
    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.

    Tags: participant behavior, investment options, employee behavior, esg

    5 1
  • Three barriers to ESG Adoption for U.S. DC Plans: Insights from Consultants
    Publisher: DCIIA

    Three barriers to ESG Adoption for U.S. DC Plans: Insights from Consultants

    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.
    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.

    Tags: investment options, esg

    5 1
  • Fee Considerations for Small Plans
    Publisher: PLANSPONSOR

    Fee Considerations for Small Plans

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

    Tags: investment options, benchmarking, fees, plan fees

    5 1
  • Publisher: Groom Law Group

    DOL Threatens to Investigate Fiduciaries Over Cryptocurrency in 401(k)s

    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...
    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...

    Tags: investment options, department of labor, cryptocurrency, fiduciary

    5 1
  • ESG popular among young workers in public DC plans: EBRI report
    Publisher: InvestmentNews

    ESG popular among young workers in public DC plans: EBRI report

    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
    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

    Tags: participant behavior, investment options, esg

    5 1
  • New Developments in Managed Accounts
    Publisher: PLANSPONSOR

    New Developments in Managed Accounts

    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.
    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.

    Tags: investment options, plan design, managed accounts

    5 1
  • Publisher: Groom Law Group

    Guaranteeing a Secure Retirement

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

    Tags: financial wellness, investment options, guaranteed income, fiduciary

    5 1
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