Part 2: A Potential New Era (Not Just for Bonds)
It’s been over a year since TruePlan published A Potential New Era (Not Just for Bonds). Now, Ryan McWalter’s evaluating the opposite side of the equity style box in part two. Get the latest update.
Resources
As thought leaders, we’re constantly looking for ways to improve our services and provide you with resources to help you make well-informed decisions. Keep up to date here with the latest news, insights and industry articles from TruePlan Benefit and Retirement Advisors.
Compliance corner
Market recaps
Upcoming events
- The Fiduciary Advantage: 2026 Webinar Series — June 3, 2026 at 2:00 PM EST.
Stay ahead of your fiduciary responsibilities with a concise, timely overview of what retirement plan and benefits leaders need to know right now. This session delivers practical insights on fiduciary duties, Secure 2.0 Roth catch up trends, and key takeaways from the benefits renewal cycle to help you plan with confidence.
Event recordings
- The Fiduciary Advantage: 2026 Webinar Series — March 24, 2026
- Beyond the Basics: Retirement and benefits for growing businesses — October 28, 2025
- Cut Costs, Boost Care: The Surest Way to Smarter Health Benefits – August 8, 2025
- Quick hits session: Fiduciary Governance — October 16, 2024
- Unlocking benefits: How student loan debt forgiveness counseling retains employees — October 02, 2024
- SECURE 2.0: The first three months — April 11, 2023
- Cybersecurity practices for ERISA retirement plans — Aug 25, 2021
Just the FAQ
Publications
Specialty and Sector Funds in Defined Contribution Retirement Plans
When creating and monitoring your organization’s participant-directed 401(k) or 403(b) plan investment lineup, it’s important to take a balanced approach between the investment categories that are offered and the range of investment knowledge and behaviors among your employees (retirement plan participants).
Alternative investments: An efficient way to diversify
Institutional investors are under pressure to deliver consistent returns while managing risk. Traditional equity and fixed income strategies alone may not offer enough diversification and downside protection to effectively weather sustained periods of market volatility or economic downturns.
Active vs. passive investing: What the 2025 historical data indicate
Discover how active and passive mutual funds performed across key asset classes in 2025. Get actionable insights for building better retirement plan menus in today’s market.
Potential New Era: Active vs. Passive Investments
Is this the new era of normal interest rates? TruePlan’s Ryan McWalter & Jordan André explore the impact on active vs. passive investments in retirement plans.
The evolution of Target Date Funds and the Qualified Default Investment Alternative
Do you know the evolution of Target Date Funds (TDFs) and Qualified Default Investment Alternatives (QDIAs)? Get the full timeline from the ‘90s today.
What is a fiduciary investment advisor?
Navigating the world of investments can be a complex task, especially for those managing small, medium and larger-sized portfolios with endowments, foundations, pension plans and other entities. One key player in this realm is the fiduciary investment advisor for your institution. What exactly is a fiduciary investment advisor and how can they benefit your organization?
What should plan sponsors offer in retirement plan investment menus: Active or passive mutual funds?
In the debate between active vs. passive mutual funds, plan sponsors find themselves wondering what to offer in their retirement plan investment menus. Download TruePlan Benefit and Retirement Advisors’ white paper to access insightful active and passive management analyses now.
SEC approves spot bitcoin ETFs
The long-awaited exchange-traded fund for spot bitcoin became available to investors on Jan. 11. Previously, bitcoin exposure was limited to direct asset custody in a digital wallet, Chicago Mercantile Exchange futures contracts or open-ended private trusts, all offering various pros and cons.
Does cryptocurrency have a place in retirement plans?
Should defined contribution retirement plan portfolios include cryptocurrency? The short answer is: Not yet. We believe it's too soon to take a chance on this volatile new investment option, but that could change over time.