Tag: Investments
Plan Sponsor Opportunity as Asset Managers Shift
One study suggests asset managers sticking to old sales and service models will very quickly start to fall out of...
Willis Towers Watson Supports OCIO Model for DB Plans
Participants Should Brace for Lower Returns
RJR Wins Third Appellate Decision in ERISA Case
The text of the latest appellate court decision offers some food for thought about whether and to what extent there...
Avoiding Participant Reactions to Unreliable Financial News
Plan Sponsors Show Concerns About Using White Labeled Funds
Disney Plan Fiduciaries Defeat Investment Option Challenge
Retirement Industry and Congress Talk Retirement Tax Reform
President Trump has pledged to introduce his tax reform proposals on or around April 26, adding to speculation about how...
Emerging Market Growth Can Benefit U.S. Plans
Corporate pensions, public pensions, defined contribution plans and union plans all voice increasing interest in emerging market investments.
Many Millennials Think Short-Term About Investing
Target-Date Fund Reviews a Top Priority for Plan Sponsors
Asset Managers Reacting to Passive Investing Shift
Sharp Attention Needed To Interpret Retirement Plan Fee Data
Even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking.
Fujitsu’s Motions to Dismiss 401(k) Excessive Fee Suit Denied
Sponsors May Soon See New Share Class Recommendations
They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the...
Participants Were Cautious Traders During First Quarter
There was not a single day of above-normal trading activity in 401(k) accounts during the first quarter of 2017, according...
Institutional Investors Turning to Private Funds for Returns
Endowment Model Benefits From Alternative Equity Exposures
Institutional portfolios using the endowment model grew 4.95% (on a total return basis) for the quarter ended March 31, 2017,...