Defined Contribution

Last week, 13 Republican state attorneys general asked federal energy officials to consider blocking the world's second-largest fund manager from buying utility stocks because of its relationship with the Net Zero Asset Managers coalition.

It's no easy task in a turbulent economy for plan sponsors to look ahead, with a new Congress taking power in January and not knowing if the current Congress will enact SECURE Act 2.0 in the post-election session next week.

Defined benefit retirement plans have successfully implemented real estate investments for almost 50 years and there is increase interest and adoption in DC plans, according to a J.P. Morgan study.

Even though balances fell from last year and last quarter, asset allocations and trading remained steady heading into the final quarter, according to a Schwab report.

Looking to the year ahead, now's the time to take stock of your company's retirement plan to ensure it has adopted the following automatic features that help set your workforce up for investment success.

Plan sponsors need to be more receptive to bringing in someone that's going to give holistic advice to employees – to educate them about saving for retirement – and it all starts with employers, says a new study.