Asset Allocation Funds Performance Benchmarks

Jun 1, 2023 | 2025, Retirement Plan Law

This provision orders the Labor Secretary to revise DOL regulations so that when an investment uses mixed asset classes it can be measured alongside a blend of broad-based securities market indices, provided that:

  • The index blend:
    • Relatively equals the fund’s asset distribution over time
    • Is reset one or more times annually
  • The underlying indices are appropriate for the investment’s component asset classes and otherwise meet the rule’s conditions for index benchmarks.

This change in the disclosure rule allows better comparisons and aids participant decision-making.

Applicable plans: ERISA 401(a), 401(k) and 403(b) plans


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