$24M Settlement Proposed By Parties in BB&T Self-Dealing ERISA Litigation
The long-running litigation appears to be heading for a mediated conclusion, after a contentious discovery process that produced over 260,000...
Tag: Investments
Fund Menus, Fee Structures Still Trending Toward Simplification
Experts at the Best of PSNC 2018 event in Boston reviewed plan sponsors’ use of different fund types and fee...
Labor Shortage Among Developed Market Headwinds
J.P. Morgan anticipates labor supply constraints in developed countries starting in the next decade; while global growth expectations are modestly...
Portfolio Implications of Technological Acceleration
Faced with “growing obsolescence risk,” PGIM says there are two concrete steps that institutional asset owners should consider.
SEC Commissioner Calls for Simpler Ways to Compare Investments
Commissioner Stein also encouraged the SEC to implement “mandatory periodic disclosures about the value of investors’ 401(k) accounts to show...
ETF Costs, Liquidity in Focus for Institutional Investors
A new white paper offers a few important warnings for institutions thinking about using ETFs and trying to understand ETF...
Arnerich Massena Makes Economic Case for ESG Investing
Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet...
Rising Short-Term Interest Rates Can Benefit Retirement Investors
Higher short-term rates translate into additional income for investors from their bond portfolios, and their fixed-income allocation should provide greater...
ERISA Section 404(c): Back to Basics
To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants...
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Investment Product and Service Launches
MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths, while AXA doubles down on SRI/ESG integration.
Five-Year Market Forecast Sounds Mostly Optimistic Note
Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.
Have Risk Lessons Been Learned From Financial Crisis?
Industry observers fear that 10 years following the collapse of Lehman Brothers, many investors, including retirement plan investors, may have...
Sponsors’ Unique Objectives Guide Retirement Income Discussions
“There is a lot of value in having conversations about retirement income that are not just product driven,” said Josh...
BNY Mellon Master Trust Index Highlights Yearly Growth
Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.
Crowded Private Debt Market Confounds Institutional Investors
A Willis Towers Watson report suggests large capital flows into certain squeezed portions of the private credit market are creating...
MassMutual Study Scrutinizes Retirement Gender Gap
While most women surveyed want to grow their investments in retirement, they worry more than men about the risk involved...
Passive Investing and Smart Beta Stole the Show in 2017
Although smart beta is still a small category with just $430 billion in AUM, or 0.5% of the global total,...
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Shifting Yield Curve Presents Institutional Investing Opportunities
The chief investment officer at Winthrop Capital Management discusses the uptick in short term interest rates and new opportunities within...
Just One Above-Normal Trading Day in 401(k)s in June
According to the Alight Solutions 401(k) Index, year-to-date there have been 29 days with above-normal trading activity, suggesting that the...
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Personalized Planning & Advice Managed Account Solution Launched by Fidelity
Through the expanded Fidelity managed account program, employees will benefit from “ongoing, proactive engagement, including expanded annual checkups, reminders, and...