Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability
U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Investing
Vermont Governor Vetoes Pension Reform Bill; Treasurer to Retire in January
State Treasurer Beth Pearce says she will not seek a seventh term due to health issues.
Extreme Market Volatility Demands Engagement
Helping retirement plan participants navigate big market swings is a key part of ensuring long-term success—as is sticking to strategic and diversified asset allocations.
Millennials Will Make Impact Investing Mainstream
As younger investors attain more wealth, doing good will matter as much as making a profit, says Fidelity Charitable.
Fidelity’s Bitcoin Launch Plan Rebuked by DOL
The acting assistant secretary for the Employee Benefits Security Administration has ‘grave concerns’ about Fidelity’s bitcoin 401(k) offering.
Considerations for DC Plan Sponsors Integrating ESG Investments
Communicating to retirement plan participants about what sustainable investments are and how ESG funds invest, and educating them on the options, are significant considerations for plan sponsors.
Retirement Plan Governance Considerations for Collective Investment Trusts
The differences between CITs and mutual funds create different fiduciary implications for plans using them, speakers at a recent webinar said.
Retirement Account Assets Reached New High in 2021
In an economy with significant momentum but also headwinds and pain points, new data from the Investment Company Institute shows that total retirement assets were up nearly 12%...
JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations
J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.
Retirement Plan Participants Need Help With Retirement Income
From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.
Employers Use SDBAs to Give Employees Choice
Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options, but they’re not right for every plan.
Investment Considerations for Inflation Protection
Both defined benefit and defined contribution plan sponsors can look for exposures to commodities, real estate and TIPS.
Understanding PRT: Retiring Your Pension Plan
Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Public Pensions Making Moves to Divest From Russia
New federal sanctions forced Colorado’s PERA to take its money out of a Russian state-owned bank almost immediately.
The Role of Stable Value Funds as QDIAs or Otherwise
Though stable value funds might not be appropriate as the qualified default investment alternative for a defined contribution plan, they have an important role to play in retirement...
Why Have Balanced Funds Been Given the Short Shrift?
Their performance only matches that of TDFs for a certain age cohort, but there are other circumstances for which they might be considered a good QDIA fit.
QDIA Basics
What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for their employees.
Considerations for Tweaking the Investment Menu for Older Participants
Participants approaching retirement and those who decide to remain in the plan need additional choices and can benefit from assets that aren’t correlated to equities.
Fiduciary Diligence Demanded as CITs Shine
A significant regulatory concern is that banks should not simply “rent their charters” to third-party registered investment advisers seeking to use the bank’s status as a fiduciary to...
How Institutional Investors Can Rate-Proof Their Portfolios
Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.