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2 min read
Ryan McWalter: July 23, 2026
Seek balance in offering niche investments with prudence At year-end 2025, our research detailed in Specialty and Sector Funds in DC Retirement Plans...
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5 min read
Noah Buck: April 23, 2026
How the Department of Labor’s proposed rule impacts alternative investments in defined contribution plans In late March, DOL released its long...
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4 min read
Ryan McWalter: March 27, 2026
Private capital in 401(k)s: What plan sponsors should know Are private capital investments a fit for defined contribution plans?
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1 min read
Ryan McWalter: March 23, 2026
A debate that continues to evolve The active versus passive investing debate continues to evolve, especially as market conditions shift and new...
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3 min read
Noah Buck: March 16, 2026
The retirement industry has been buzzing since the SECURE 2.0 Act was signed into law last December. This new, comprehensive legislation has sparked...
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4 min read
Noah Buck: March 16, 2026
SECURE 2.0 provisions: What we know and what’s still up in the air The SECURE 2.0 Act, signed into law in late December 2022, has factored heavily in...
2 min read
Ryan McWalter: March 16, 2026
Effective retirement plans are built on intentional choices When plan sponsors evaluate a 401(k) or 403(b) investment lineup, participants might...
1 min read
Ryan McWalter: May 6, 2025
A shaky start amid tariffs and global uncertainty After two strong years for U.S. markets, 2025 kicked off with turbulence. What began as a promising...
1 min read
Ryan McWalter: February 19, 2025
A strong finish to a strong year 2024 was a remarkable year for investors. After an outstanding 26.29% return in 2023, the S&P 500 posted another...
