June 2025
This series explores the growing role of managed accounts in defined contribution plans, examining how they work during accumulation and distribution phases, their availability via recordkeepers, and what predictions experts have for their further evolution.
The rapidly evolving world of artificial intelligence is set to transform the retirement plan and advisory industry, with implications from regulation to product development to participant engagement.
We explore the topic of retirement income planning—from the products being offered and supported in the marketplace, to the regulatory environment influencing these products, to current best thinking—and best strategies—for how to draw savings down.
This month, our special coverage series looks at the industry “coopetition” between recordkeepers and advisers, discussing the opportunities and tensions as each party seeks to deliver value to retirement plan sponsors and participants while maintaining its competitive edge.
This month, our special coverage examines the continued implementation of SECURE 2.0. Although the act was passed in 2022, the industry is still in the thick of managing the various provisions as they take effect.
This month’s special coverage series considers the evolution of target date funds as well as some of their strongest competitors for defined contribution investing.
In December, we review the year that was and look ahead to what’s to come in 2025 in plan advisement, the retirement sector and markets.
In November, we consider the growth and evolution of the market for MEPs, PEPs and startup retirement plans.
This month’s special coverage considers the defined contribution investment products, services and trends that are shaping participant outcomes.
September’s special coverage series considers the current cybersecurity needs and focus areas for employer-sponsored retirement plans.
Retirement plan litigation is getting no rest in 2024, with lawsuits focused on new areas of retirement plan design and legal developments including a Supreme Court ruling that overturned the Chevron doctrine. This month, we consider various topics related to 401(k)s and the courts.
July’s special coverage delves into participant service from qualified plan advisers, recordkeepers and other players in the retirement ecosystem.
June’s special coverage series considers the push toward increased Roth use in defined contribution plans and the implications for plan advisers, sponsors and participants.
