Plan Investments

Study: Confidence Higher Among Target Date Fund Investors
Team SummitEmployee Outcomes, Employer Resource Center, Plan InvestmentsComments are off for this post
A new survey by Voya Investment Management finds that participants who invest in target date funds (TDFs) feel significantly more confident about their retirement savings than their peers who are not invested in TDFs. When asked whether investing in a TDF makes them feel more confident about making good investment decisions, 95% of employed TDF  Read More →
PEPs Gaining Ground, But One Size May Not Fit All
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
The Department of Labor (DOL) is asking for public input on how to support small businesses that want to adopt pooled employer plans (PEPs), a signal that regulators see these arrangements as one way to help close the coverage gap. PEPs have gained significant traction since they first became effective in 2021. PEPs expand on  Read More →
Opening the Door Wider to Private Equity
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
According to the 2024 DC PLANSPONSOR Benchmarking Report, only 2.2% of plan sponsors include any alternative investments whatsoever within their 401(k)s. That number may soon begin to shift. On August 7, President Trump signed an executive order intended to expand access to private equity (PE) and other alternative assets in retirement plans. Even so, this  Read More →

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