Investing

April 11, 2017

Better Lump Sum Info Boosts Plan Participant Outcomes

Among DB plan participants who were given a choice between a lump sum or an annuity, fewer than half said that, at the time they made their decision, they recall being presented with information comparing the total amount of the lump sum versus the total value of the annuity payments.

April 10, 2017

TDF Market Evolution Improves Product Choice

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds, “despite reports of plan sponsor unbundling trends.”

March 22, 2017

State Plans Face Unique Investment Hurdles

Governmental plan sponsors are generally not policed by ERISA, but they face their own set of “old, obscure laws” that can apply many restrictions on how or how much they can invest. 

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