Plan Investments

If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated that passive U.S. equity assets would surpass active equity assets for the first time. This inflection point was widely anticipated. Over the prior decade, active domestic equity funds leaked $1.3 trillion  Read More →
DOL: No Enforcement of Rules on ESG Investments & Proxy Voting
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
On March 10, 2021 the Department of Labor (DOL) issued a “Statement Regarding Enforcement of its Final Rules on ESG Investments and Proxy Voting by Employee Benefit Plans” (the “Statement”). The Statement addresses the DOL’s present position regarding final rules the DOL published that amended investment duties of fiduciaries under the Employee Retirement Income Security  Read More →
Investment Re-enrollment Can Improve Retirement Outcomes [Video]
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
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Are your plan participants properly allocated or could they benefit from an investment re-enrollment? Investment re-enrollment – the process of requiring participants to reconfirm their investment elections, then re-allocating their balance into the plan’s qualified default investment in absence of an election – can be very impactful to overall plan health and the retirement outcomes  Read More →

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