Fresh perspectives on defined contribution investment menus and investment-only plan strategies.

While transaction volume fell slightly year-over-year from 132 deals in the first half of 2025, the scale of acquisitions grew considerably. Fidelity found that total client assets acquired were 88% ...

Digital tools are becoming a bigger part of the financial advice and wellness landscape, but new research suggests they may work best when their role is clearly defined: helping consumers act, while ...

Record healthcare costs are already here, and employers expect them to skyrocket even further due to the costs of catastrophic claims and specialty drugs, according to several recent reports.

For years, target-date funds have served as the default investment solution for most Americans’ defined contribution plans. Nearly half (49.5%) of all plans surveyed in this year’s PLANSPONSOR Plan ...

Participants using managed accounts within voluntary enrollment plans contributed 1.2 to 2.3 percentage points more than non-users across all age groups. Plan advisers and sponsors are still trying to ...

Collective investment trusts have become a dominant force in defined contribution plan investing, driven by factors that industry experts say have expanded beyond cost savings to include greater ...

Smart USA Co., a managed accounts provider, announced today it will be acquired by Rival Companies LLC, a management company owned by Smart USA CEO Duane Bernt. The deal includes the U.S. entities ...

Vanguard today announced a definitive agreement to acquire Altruist, a wealth technology and custody platform for financial advisers. The acquisition is expected to provide Altruist with an expanded ...

Co-founders of an OCIO services provider argue that traditional bond allocation in a 60/40 portfolio comes up short in diversification. For the past hundred years, the classic 60/40 ...

For defined contribution investment only companies, competition has never been tougher, as large asset managers continue to leverage scale, distribution reach and technology investments to gain market ...

Industries with historically low plan participation rates and hourly employees are seeing particularly large gains in coverage, according to Gusto. The smallest U.S. employers are increasingly ...