Participants | September 14th, 2015 401(k) Participants Do a Trading About-Face in August GIC/stable value, money market, and bond funds saw the most inflows over the month.
Deals and People | September 11th, 2015 Retirement Industry People Moves Promotions in the Index funds division at LGIMA.
Compliance | September 8th, 2015 The Challenges of Picking a QDIA Clarifying regulations could help plan sponsors choose plan investments, the GAO says.
Investing | September 3rd, 2015 Retirement Investors Should Plan for Rising Interest Rates Equities would benefit in the short term, while fixed income investments would decrease in value.
Products | September 2nd, 2015 Ascensus College Savings Launches Learn529.com The interactive website educates investors about 529 plans.
Participants | September 2nd, 2015 Market Volatility Drives Record Participant Call Volumes It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement...
Data and Research | September 1st, 2015 Considering Millennials’ Investing and Advice Needs Research from Spectrem Group suggests Millennials want to be hands-on investors and, while they are willing to use technology to...
Ask the Experts | September 1st, 2015 (b)lines Ask the Experts – Best Response to Participants About the Market “As the market has experienced a downturn, I am fielding calls from our 403(b) plan participants regarding their retirement plan...
Participants | August 28th, 2015 401(k) Plan Participants React Visibly to Market Dip The last full week of August was a test of will for retirement plan participants. Many buckled under the pressure.
Products | August 27th, 2015 Investment Product Launches for the Week This week’s investment product launches include an expanded fund lineup from Guardian Retirement Solutions and a multi-asset growth fund from...
Data and Research | August 27th, 2015 43% of Small Plans Offer a Match However, only 23% of small plans permit participants to contribute immediately to their 401(k).
Compliance | August 27th, 2015 Boeing Settles ‘Spano’ Fee Case Plaintiffs’ attorney in the case confirms provisional settlement has been reached in class action filed on behalf of 190,000 Boeing...
Investing | August 26th, 2015 Industry Looks to Ease Investor Jitters The usual flow of retirement research and market commentary is being complemented this week by a refreshing look at the...
Compliance | August 18th, 2015 Clearing Up Money Market Fund Reform Misunderstanding Plan sponsors will not necessarily have to divest from retail money market funds under SEC’s pending reforms, but many may...
Data and Research | August 18th, 2015 Plan Participant Savings Growth Stalls Only about one in five retirement savers have increased their contributions in the past year.
Compliance | August 17th, 2015 Investment Manager Held Liable for Not Diversifying Plan Assets Fiduciaries should do everything possible to overcome perceived impediments to diversifying retirement plan assets, a judge found.
Investing | August 17th, 2015 A Summer Lull in Participant Trading Trading activity was light within 401(k) accounts last month, according to Aon Hewitt.
Investing | August 14th, 2015 Managing Retirement Plan Participants’ Reactions to Volatility Experts counsel plan sponsors to rely on their advisers to set reasonable expectations for market volatility.
Compliance | August 14th, 2015 Regulatory Change Brewing Beyond Fiduciary Rule Focus on DOL’s fiduciary rulemaking is understandable—but there are other major regulatory changes in the works that will directly impact...
Products | August 13th, 2015 Investment Product Launches for the Week Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century...