The Economy The U.S. economy continued to expand during the third quarter of 2026, although signs of moderation became more apparent. Real gross domestic product grew at an annualized rate of 2.2% during the second quarter, slightly below the 2.5% pace ...
Each year, our Regulatory Update covers regulatory, litigation, and legislative updates and changes affecting plan sponsors and ...
Not all perimeter shifts involve private equity. Many of today’s most common DC options—stable value, guaranteed income products, ...
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Article Key Takeaways Why is private equity interested in 401(k) plans? Private equity fundraising has fallen for three straight ...
Caryn Sanchez walks through our quarterly market commentary for the second quarter of 2026. You can listen to it here: Her full ...
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Article Key Takeaway: What does the 2026 IPO wave mean for index funds and retirement plans? Index funds still involve active ...
If CITs represent a quiet shift in structure, private markets represent a much louder test of the system. Over the past several ...
One of the most visible structural changes in modern DC plans is the move from mutual funds to collective investment trusts. To ...
The regulatory framework governing retirement plans was built at a time when most workers relied on defined benefit pensions. ...
In our previous post, we introduced the idea of a “regulatory perimeter,” the boundary separating highly protected retail ...
For decades, the U.S. retirement system, particularly defined contribution plans like 401(k)s, has relied on a carefully ...