Browsing Tag
401(k) Investments
947 posts
IRI and ICI Voice Disapproval on Proposed SEC Custody Rule
The ICI and IRI criticized the SEC's proposed custody rule, claiming that it would impair annuity access
NEPC Finds Over Half of Clients Use Diverse Managers
The latest NEPC DEI Progress Report provides insight into the firm’s strategies in 2022, finding that more clients are implementing DEI strategies and working with diverse managers
Cashout Leakage Alert: Highway Through the ‘Danger Zone’
New research reveals a 401(k) cashout leakage “danger zone” for participants in their 30s
Franklin Templeton Acquires Managed Accounts Startup volScout
As part of the acquisition, volScout founders will be working with Franklin Templeton's newly formed managed accounts team
Workers and Retirees Report First Dip in Retirement Confidence Since 2008 Recession: EBRI
Confidence in retirement savings fell from 73% in 2022 to 64% in 2023 among workers, and from 77% to 73% among retirees
Automatic Enrollment Adoption Grew to 85% in 2022: T. Rowe Price
The latest benchmarking report by T. Rowe Price found participants with automatic enrollment in their plans were also much likelier to participate
More U.S. Working Adults Allocated Cash to Retirement Savings in 2022: Schroders
A new survey by Schroders finds 29% of working adults ages 45 and up allocated cash towards retirement investments, versus 33% of Millennials
Nationwide Adds Income America ‘5ForLife’ for Managed Account Participants
New offering responds to increased interest from 401(k) participants in guaranteed lifetime income investment options as part of a managed account
HSBC Partners with Amazon Web Services on AI Equity Index
Ibexis Life & Annuity Insurance Company will act as provider of the HSBC AIGT index
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income