DC Times

Is your fixed income diversified? Rethinking your DC menu with core plus

Rethinking your dc plan investment menu with core plus fixed income

Five Key Reasons to Consider Invesco Stable Value

Invesco’s stable value investment process is focused on managing risk and providing an extremely stable investment experience for participants across a full range of market climates.

Adding Value: Shining a spotlight on large-cap value strategies

Recent market volatility has refocused attention on large-cap value strategies to help broaden diversification and strengthen potential return outcomes for participants.

How investors can participate in the AI boom

Artificial Intelligence (AI) is transforming entire industries and creating opportunities for investors

25 years in large value equity

Kevin Holt has been managing large value equity portfolios for 25 years. He reviews what has changed since he started, the current environment, and what’s ahead for large value equity portfolios.

Mind the gap

DC plan sponsors and their advisors may want to reexamine their mid-cap offerings to help expand on the full potential the asset class offers.

Loper Bright ruling: Impact on DC plan litigation in a post-Chevron world

The impact of Loper Bright Enterprises v. Raimondo and the potential implications on DC plan litigation in a post-Chevron world.

ERISA litigation playbook part 1: DC plan governance best practices

DC plan committees can help reduce litigation risk by establishing and following proper plan governance policies and procedures.

Making retirement income work part 2: Following a fiduciary process

Fred Reish covers the fiduciary process and best practices around in-plan retirement income solutions.

Making retirement income work part 1: Making decisions

Fred Reish discusses three steps committees should take when adding retirement income options to their DC plans.

ERISA Litigation Playbook – The best defense is a good offense

Will the Employee Retirement Income Security Act court cases ever slow down? This actionable checklist can help advisors become more aware of emerging issues.

Managed accounts: Best practices and fiduciary issues

What are the best practices for managed accounts for participants and fiduciary issues?

The value of fiduciary liability insurance

DC plan fiduciaries should take three steps to protect themselves from the high cost of litigation, including obtaining valuable fiduciary liability insurance.

Making retirement income work part 4: Providing education and advice

Fred Reish shares his views ways plan sponsors can help participants turn their DC plan savings into a stream of income in retirement.

Making retirement income work part 3: Combating inertia with auto-enrollment

Fred Reish shares his views on adopting an auto-enrollment approach when adding retirement income solutions.

What the latest DOL ESG proposal means for plan fiduciaries

Learn about the latest US Department of Labor (DOL) environmental, social and governance (ESG) proposed regulation that governs selection of plan investments.

Getting schooled: Creating a formalized Education Policy Statement

An education policy statement can help plan sponsors and participants meet the challenges of saving for retirement.

Across the generations: Participant views on retirement income

How plan sponsors can help every generation create a more secure retirement.

Retirement contribution limits and deadlines

Find important retirement contribution limits and deadlines for small business retirement plans and individual retirement accounts.

Three reasons for retirees to stay in an employer plan

There are three compelling reasons why retirees may want to consider staying in their employers' plans instead of rolling their assets into an IRA.

The new cyber reality: Helping participants combat cybercrime

Learn what steps plan sponsors should take to help participants combat cybercrime and protect their retirement plan savings.

DC language study: Start the retirement income conversation

We share findings from our study to help DC plan sponsors start the retirement income conversation with participants.

DC language study: Positioning target date/risk funds

We studied ways to position target risk and target date funds on the investment menu to maximize understanding.

Demystify the investment menu with the right language

Our 2021 DC language study revealed the importance of language in presenting investment menus.

Watch Your Language: Executive Summary

In our Executive Summary, we summarize key findings from our 2021 DC language study.

2024 Defined Contribution Participant Pulse Survey

We explored how participants think and feel about various aspects of their DC plans, including what keeps them up at night, drivers of investing and savings behavior, language preferences, and retirement income.

Jumpstart the retirement income conversation

In our research, we found three-quarters of plan participants wanted their plan sponsors to start the retirement income conversation earlier.

Overcoming fear and inertia

In our research, we found that a primary financial goal for almost all participants’ DC plan savings was to maintain their pre-retirement lifestyle.

Give me reliability and flexibility

In our research, we found plan participants wanted the feeling of control with the ability to choose from a range of retirement income solutions.

Bridging the (income) gap

In our research, we better understand how much money plan participants actually need at and later in retirement to achieve their retirement goals.

Show me the income: Executive Summary

Our retirement income study highlights key findings on the evolving industry as participants seek guidance turning their DC plan savings into income.

Connecting savings with income

In our research, we found plan sponsors have a significant opportunity to help participants connect savings to retirement income.

DC language study: Start the retirement income conversation

We share findings from our study to help DC plan sponsors start the retirement income conversation with participants.

DC language study: Positioning target date/risk funds

We studied ways to position target risk and target date funds on the investment menu to maximize understanding.

Demystify the investment menu with the right language

Our 2021 DC language study revealed the importance of language in presenting investment menus.