The Buzz From Washington - May 2025
We highlight some significant retirement-related legislative and regulatory activities that could have an impact on workers, plan sponsors and their providers.
The role of the core investment menu in defined contribution (DC) plans continues to evolve as default investments, in particular target-date funds, carry on in capturing participant assets. Some plan sponsors are hesitant to increase the size of the core menu and/ or add certain asset classes, given potential trading restrictions or concerns regarding participant misuse.
One potential approach to give professionally managed solutions, such as managed accounts, access to a more robust investment opportunity set would be to add funds to a “non-core” menu. Funds on a non-core menu would be exclusively available to professionally managed portfolios in the plan, such as a managed accounts solution.
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