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 →
Employee 401(k) Fears: What’s an Employer To Do?
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Sound investment decisions are rarely made under the weight of worry. The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness. Here are some that can send shivers down employees’ spines — and ways employers can help them  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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