Plan Investments

Help Participants Avoid These TDF Missteps
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment trusts, holding $1.76 trillion in assets compared to $1.71 trillion in CITs, TDF assets in  Read More →
Fiduciary Hot Topics – Fall 2023
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
As the weather turns cool, things in the retirement plan landscape are heating up! From changes to the Form 5500 to an important SECURE Act 2.0 provision delay, read on for the latest hot topics that may impact your organization’s retirement plan! Assets in Retirement Plans Top $35 Trillion According to data released by the  Read More →
The Challenges of ESG Investing
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
New proposed rules for ESG investing were published in 2021. In November of 2022, the Department of Labor issued final regulations. Over 200 comments were submitted regarding the proposed regulations, and the majority were favorable. The new rules largely follow the proposed rule but with a few significant changes. The rule follows an executive order  Read More →

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