Data and Research | October 14th, 2015 Using Recordkeeper Proprietary TDFs Not a Given Plan sponsors and participants stand to gain from advisers shopping around.
Participants | October 13th, 2015 September DC Participant Trading Looks Much Like August GIC/stable value, money market and bond funds again saw the greatest inflows over the month.
Compliance | October 12th, 2015 Participants Sue Allianz Retirement Plan Fiduciaries A lawsuit filed by two participants in an Allianz retirement plan claims the company and its asset management partners, including...
Products | October 8th, 2015 Investment Product and Services Launches for the Week New institutional share classes were announced this week by T. Rowe Price, while Merrill Lynch unveiled apps that help retirement...
Data and Research | October 7th, 2015 Health Care in Retirement Will Cost How Much? There’s no way around it, health care cost projections for American retirees are grim, especially when mapped against what people...
Products | October 6th, 2015 Is A Big Shift to Managed Accounts Likely? One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to...
Investing | October 2nd, 2015 Fiduciary Fears Still Adding to Passive Product Tailwind Cerulli Associates finds “fiduciary fears” are supporting flows...
Products | October 1st, 2015 Investment Product Launches for the Week NEPC improves glide path customization abilities, and MassMutual teams with Envestnet on managed accounts.
Deals and People | September 30th, 2015 Providers Weigh In With Industry Insights Pensionmark and CAPTRUST executives discuss their strategic partnership.
Investing | September 30th, 2015 Finding the Right Default A prudently selected default investment can solve real problems and help plan sponsors feel more confident in automatically enrolling their...
Investing | September 30th, 2015 In-Plan Lifetime Income Most participants are interested in in-plan lifetime income options, but just one in five plan sponsors say the same.
Investing | September 28th, 2015 Retirement Plan Investors Abandoning Asset-Class Preference More investors are turning to unconstrained multi-asset class solutions, a survey suggests.
Products | September 28th, 2015 Index Crediting Strategy for Voya’s Annuities Suite Voya Financial announces a new index crediting strategy for its suite of fixed index annuity products.
Investing | September 22nd, 2015 Schwab Finds Equities Dominate SDBAs in Retirement Plans In the second quarter, participant account balances in the Schwab Personal Choice Retirement Account were down 0.07% from the first...
Data and Research | September 22nd, 2015 Gen Xers and Boomers Still Feeling Effects of Market Crash The downturn has created “post-crash skeptics.”
Products | September 21st, 2015 401(k) Solutions for Micro Plans The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan...
Compliance | September 21st, 2015 Don't Get Left Behind By Money Market Fund Reform A survey of institutional asset managers highlights persistent uncertainty and lack of preparedness around pending SEC money market reforms.
Products | September 17th, 2015 Investment Product Launches for the Week Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; a multi-asset income fund from Fidelity; and a flexible QLAC...
Data and Research | September 15th, 2015 Consistency Is King When It Comes to 401(k) Contributions Retirement plan participants who consistently contribute show greater balances.
Investing | September 14th, 2015 Lessons for Plan Sponsors from the Market Volatility The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.