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DC Industry Insights

Articles covering relevant trends we are seeing in the industry and how they may impact your retirement plan and/or investment portfolio.

Adoption and Usage of CARES Act Provision

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress with overwhelming, bipartisan support and signed into law by President Trump on March 27th. The $2 trillion plus economic relief package was designed to help protect Americans from the economic impacts of COVID-19. Included in the legislation are four provisions that relate […]

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Impact of the COVID-19 Pandemic on Retirement Income Adequacy

Evidence From EBRI’s Retirement Security Projection Model® EBRI explored the aggregate potential impact of the 2020 market crisis as well as assumptions with respect to future employee and employer behavior in response to the current situation and potential decreases in defined contribution eligibility arising from increased unemployment. The combined impact of all intermediate assumptions (including […]

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1Q 2020 Target-Date Fund Trends

Each year, PEI conducts a comprehensive review of the glide paths utilized by the leading industry providers of Target Date Fund (TDF) strategies. We base our analysis on responses to our Request for Information (RFI) distributed to these providers. The RFI responses, along with our regular due diligence meetings and calls, give PEI a great […]

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