Nearly half of the endowments and foundations surveyed indicate an annual loss tolerance of only 5% or less, a figure far exceeded when their portfolios are run through...
Important differences suggest that a look at DC plan participant actions during the Great Recession may not offer insight into what they’ll do during this crisis.
Negative returns for most asset classes caused by COVID-19’s stress on the financial markets caused an estimated 12.2 percentage point drop in Q1 2020.
Many U.S. employees are feeling acute economic pain as a result of the coronavirus pandemic, but the government mandated shutdowns actually allowed them to save a lot more...
Relatively few are taking action to suspend or decrease contributions, and they are prudently relying on providers for guidance, a PLANSPONSOR pulse survey finds.
“If you miss even a handful of big rebound days, you will really damage your long-term returns,” warns Katherine Roy, J.P. Morgan chief retirement strategist.
In a comparison of the average costs of two 401(k) plans with the same total assets, data from the most recent 401k Averages Book showed plans with larger...
The PLANSPONSOR 2019 DC Survey suggests 403(b) plan sponsors, more so than DC plan sponsors overall, are stepping up to aid employees with these components of financial wellness.
“The industry has realized that by working together on cybersecurity issues, we are stronger than if we remain in our own silos,” says Tim Rouse, SPARK Institute executive...
Implementing lessons learned from behavioral finance and measuring plan success by participant retirement readiness can help, according to Brodie Wood, with Voya Financial.