Stock Drop Lawsuit Tied to Allergan-Actavis Acquisition Dismissed
Ruling in favor of a detailed motion to dismiss filed by defendants, the court cites a long list of precedent-setting...
Tag: Investments
Xerox HR Solutions Wins Another Dismissal in ERISA Challenge
The text of the new decision says the second amended complaint has failed because “it is an attempt to replead...
Plan Sponsors and Participants Must Confront Sequence Risk
Target-date funds and defined contribution plans hold more assets now than ever before—putting pressure on plan sponsors to understand all...
PSNC 2018: Fiduciary Services and Support
Understanding the opportunities associated with 3(21) and 3(38) fiduciary services—and the key differences between them—can help ensure the best use...
Signs of Annuity Market Stabilization After DOL Fiduciary Rule Derailment
Data from Morningstar demonstrates variable annuity net assets fell 1.6% to $1.95 trillion during the first quarter of 2018, versus...
Work for Fun in Retirement? Many Say They Will
Asked about the major reasons they want to work beyond the traditional retirement age, Americans point to both wants and...
Sequence Risk at Retirement Can Derail Successful Savers
Target-date fund designs should take into account the risks retirement plan participants face—how to correlate and corral the evolving sources...
Written Financial Plans Empower Employees’ Economic Future
“The idea that financial planning and wealth management are just for millionaires is one of the biggest misconceptions among Americans,...
Plan Fees Have Fallen, But So Have Deferral Rates
Data from BMO GAM shows DC retirement plan fees have fallen for all sizes of plan sponsors except those with...
NTAM Factor Research Leader: Get Paid for the Risk You Take
Many institutions have found real success with factor investing and smart-beta, but there are some emerging challenges that investors should...
2018 Planning & Progress Study: Many Expect to Delay Retirement
One clear point of concern in the data is the increasing number of Americans who anticipate retiring at 70 years...
ICI Data Highlights TDF Price Drops, Other Mutual Fund Savings
Expense ratios of target-date mutual funds averaged 0.44% in 2017; since 2008, ICI explains, the expense ratios of target-date mutual...
ERISA Litigation Targets Lowe’s, Aon Hewitt Investment Consultants
Participants in the Lowe’s 401(k) plan have filed an ERISA complaint against their employer and Aon Hewitt Investment Consultants over...
For Strategic Long-Term Investors, Volatility Means Opportunity
PLANSPONSOR speaks with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of equity market...
TDFs Can Provide Retirement Income as Part of ‘Auto Retirement’
BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants,...
Post-Crisis Pension Portfolios Include More Fixed Income, LDI Strategies
Equity prices have strongly recovered since the Great Recession, bringing some benefit to corporate pension funded status, but pension plan...
Judge Rules on DOL ESOP Challenge with Mixed Results
The mixed decision comes after DOL moved for summary judgement; the defendants responded by moving to exclude key testimony from...
ETF Investment Flourishes in Institutional Market
A new ETF market analysis from Greenwich Associates shows institutions continue relying on ETFs as “a liquid, fast and relatively...
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Investment Products and Services Launches
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
Market Guide Considers Pressing Inflation, Yield Curve Questions
In a new analysis, J.P. Morgan Asset Management describes how equities have not generally come under pressure until the U.S....