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Publisher: PLANSPONSOR
Author: No AuthorHow 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: investment options, secure 2.0, retirement readiness
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Publisher: National Association of Plan Advisors
Author: No AuthorSponsors Agree: Retirement Income Has Become a ‘Core’ DC Plan Purpose
Should you add retirement income to the list of items that are essential in helping participants achieve their retirement goals?Should you add retirement income to the list of items that are essential in helping participants achieve their retirement goals?Tags: investment options, delayed retirement, beyond retirement, retirement income, retirement
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Publisher: PLANSPONSOR
Author: No AuthorBiden 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: investment options, legislation, 2023, esg
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Publisher: Bloomberg.com
Author: No AuthorPractical 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
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Publisher: InvestmentNews
Author: No AuthorBig 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: investment options, retirement income, guaranteed income
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Publisher: Investment Company Institute
Author: No AuthorICI 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
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Publisher: Foley & Lardner
Author: No Author401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs | Foley & Lardner LLP
Five administrative policies every 401(k) plan needsFive administrative policies every 401(k) plan needsTags: investment options, loans, plan administration, missing participants, 401k, cybersecurity, compliance
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Publisher: U.S. Securities & Exchange Commission
Author: No AuthorSpotlight 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
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Publisher: SHRM
Author: Percy LeeDOL 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
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Publisher: Fortune
Author: No AuthorWorkers 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
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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No AuthorAre 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
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Publisher: 401K Specialist
Author: No AuthorFidelity 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
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Publisher: PLANSPONSOR
Author: No AuthorConsiderations 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
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Publisher: Georgetown Center for Retirement Initiatives
Author: gucriOECD Issues Recommendations for the “Good” Design of Defined Contribution Retirement Plans - Georgetown...
10 recommendations for people looking to build a retirement plan with the best interest of plan participants in mind.10 recommendations for people looking to build a retirement plan with the best interest of plan participants in mind.Tags: investment options, plan design, best practices, fiduciary governance
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Publisher: BusinessWire
Author: No AuthorMore 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
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Publisher: DCIIA
Author: No AuthorThree 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
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Publisher: PLANSPONSOR
Author: No AuthorFee 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
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Publisher: Groom Law Group
Author: No AuthorDOL 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
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Publisher: InvestmentNews
Author: No AuthorESG 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 workersESG 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 workersTags: participant behavior, investment options, esg
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Publisher: PLANSPONSOR
Author: No AuthorCombatting Participants’ Misperceptions About TDFs
It’s important for participants to understand how target-date funds work so they don’t have a false sense of security about their retirement readiness.It’s important for participants to understand how target-date funds work so they don’t have a false sense of security about their retirement readiness.Tags: participant education, investment options, target date investments
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