TDFs Grow While ESG Lags in DC Plans

TDFs Grow While ESG Lags in DC Plans - Wealth Management

TDFs Grow While ESG Lags in DC Plans · TDFs continue to gain traction now at 46% of plan assets garnering 70% of new contributions. · Managed ...

NEPC, LLC on LinkedIn: TDFs Grow While ESG Lags in DC Plans

NEPC's Bill Ryan, MBA CAIA SPHR and Alison Lonstein were quoted in a recent WealthManagement.com article to discuss our 2022 DC Plan Trends ...

DC Plans Slow to Adopt ESG Options - plansponsor

The growth in the number of ESG funds and their assets supports the case for strong investor interest. Morningstar's “Sustainable Funds U.S. ...

ESG Adoption Slow Among DC Plans | PLANADVISER

The growth in the number of ESG funds and their assets supports the case for strong investor interest. Morningstar's “Sustainable Funds U.S. ...

What Trends Are Impacting DC Plan Investment Menus? - ASPPA

The median percentage of plan assets invested in index funds is 15%. Meanwhile, active TDFs dropped from 58% in 2016 to 46% in 2021, while ...

10 Years Later: Key Trends for DC Plans | Neuberger Berman

In recent years, Environmental, Social and Governance (ESG) investing has gained traction among institutional investors, but the DC marketplace, while it has ...

TDFs Continue as Leading Investment Vehicle in DC Retirement Plans

New findings today from the NEPC show that target-date funds (TDFs) remain the dominant investment option among defined contribution (DC) ...

Passive Products Widen Lead on Active in DC Managed Assets

Passively managed assets in defined contribution retirement plans have increased their market share three years in a row, according to ISS ...

The Future of DC: Personalized Investing - Wilshire

Despite a strong track record of asset allocation improvements over the years, TDFs have been and remain deeply proprietary in design, though ...

10 Steps For DC Plan Sponsors To Consider In 2024

If and how plan fiduciaries can incorporate ESG into DC plans has been like ... when TDFs are available at significant discounts. Russell Investments ...

How Alts Can Boost DC Plan Participant Returns

When applied to TDFs, the study finds that the amount by which returns would have increased would have generated $5 billion per year in ...

DC Plans Slow to Adopt ESG | Greg Wait featured in Plansponsor

The growth in the number of ESG funds and their assets supports the case for strong investor interest. Morningstar's “Sustainable Funds U.S. ...

Dynamic QDIA Is Taking Off Here's How to Do It

There is certainly no doubt for a plan sponsor and a retirement advisor that one of the most impactful investment decisions being made today ...

Callan 2023 DC Trends Survey

... DC plan management, governance, and financial wellness. Some of the traditional activities we see in DC plans slowed in recent years while ...

401(k) Sponsors Embrace Sustainable Investing in DC Plans

Sustainable investing, integrating ESG goals, gains traction in DC plans, reflecting a notable shift in investment strategies.

Refining the DC Investment Menu: An Outcomes Orientation

DC plans are deploying income strategies and alternatives, adding options such as managed accounts and answering the call for ESG investing. A ...

Suncor taking slow, steady approach to investment trends

... growth to its pension plans. At the same time, the investment team has ... New employees start in the DC plan and can move into the DB plan ...

DC lens | Schroders

– Much of the industry exhaled a sigh of relief when an ESG ... – “The BlackRock TDFs and two of the Comparator TDFs invest only in passively managed funds while ...

What will DC plans look like in 2025? - Russell Investments

DC plans are now the sole source of retirement income for millions of U.S. citizens; however, committees have been slow to adapt their governance. Still today, ...

Our Advice to DC Plan Sponsors for Distributing Participant Assets

DC plans have new options to help participants with the "distribution phase," when they are drawing down their accumulated assets.