A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in relation to its peers in the target-date category.
Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing longevity, they need to reconsider allocations.
Data shows passive U.S. equity assets have passed active U.S. equity assets, but there are pros for each and retirement plan sponsors should have the right goal in...
MassMutual discusses four main strategies for limiting or eliminating defined benefit plan risks over time: hibernating risks, establishing glide paths, hedging risks by re-allocating investment assets and shifting...
Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k) counterparts. ICMA-RC is working to change this.
Some defined contribution plan investments may already include real estate investments in their underlying portfolio, but if not, plan sponsors may consider real estate investment trusts or direct...
“For investors with long-term time horizons, international equity markets offer diversification and present a meaningful opportunity," says Nigel Bliss, with Mondrian Investment Partners.
Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more susceptible to mixing TDFs and how they mix...
Yet, aside from keeping themselves healthy, they need to realize that with increasing longevity, retirees are no longer considered short-term investors.
Lawsuits have led to confusion about which direction retirement plan sponsors should go when choosing a capital preservation fund for their plan lineup.
Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby addressing the transparency issue.
A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans, and an ERISA attorney makes suggestions for how plan...
The sentiment for ESG investing is positive among all generations though their actions in retirement plans don’t show it. How should plan sponsors fit ESG into the investment...
One expert suggests the current yield curve inversion—often called a harbinger of recession—is due more to declining inflation expectations and the weight of negative bond yields in Europe.
Defined benefit plan sponsors are branching out from the traditional equity/bond liability-driven investing (LDI) portfolio, adding diversification as well as addressing short-term cash flow needs.