Investing

As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date funds. 

Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANSPONSOR event.

Sustainability-related disclosure regulations coming to Europe will be relevant for investors, panelists say.

In an uncertain regulatory environment, panelists discussed considerations for plan sponsors when evaluating whether to put ESG funds into an investment lineup.  

Shareholders can approve a proposal to reclassify Hartford’s Growth Opportunities Fund as a non-diversified investment, according to a securities filing.

Despite the many advantages of managed accounts, plan sponsors still have reservations due to concerns about fees, litigation and participant engagement, new research finds.

Parties continue to argue about the plaintiffs’ standing as three New York City public-employee pension funds seek to have the complaint dismissed.

Employees surveyed by MFS Investment Management expressed confusion about the benefits of target-date funds and a lack of confidence about their withdrawal needs in retirement.

Equity losses for the month were offset by the largest single-monthly decline in liability value this year.

The bank’s attorneys tout a positive response from the DOL on the program designed to promote diverse asset managers in Citi’s benefits plans.

The drop in global equities led to the first overall decline 2023.

Plan sponsors should consider their participants’ retirement income needs, ease of use, personalization and cost when evaluating qualified default investment alternatives. 

Vanguard’s retirement head discusses SECURE 2.0’s Roth provisions and the need for plan sponsor communication to participants.

Because of a strong equity performance and a dip in liabilities in July, pension funded statuses increased once again, analyst firms found.

The Department of Labor’s March 2022 attempt to regulate cryptocurrency investments has left numerous outstanding questions about its effect on brokerage windows.

Large plan sponsors explain what they look for in quarterly reviews of their plans' qualified default investment alternatives.

If applied to all US target-date options, the incorporation of illiquid assets could represent $5 billion in additional net returns, according to a Georgetown University research report.  

The funded status reached its highest level since before the Great Recession of 2007 to 2009, according to one analyst firm.

Plan sponsors and their retirement industry providers can take steps toward facilitating greater coordination and use of systematic withdrawals by plan participants.