Administration | June 4th, 2015 PSNC 2015: Using Plan Design to Help Drive Engagement “Think about a moment in your life when someone did something for you to put you on the right path...
Deals and People | June 1st, 2015 Northern Trust Spins Off Alternatives Group Northern Trust Alternatives Group has been spun off into a separate investment boutique.
Investing | June 1st, 2015 Risk or Date: What’s Your Target? Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide...
Participants | May 28th, 2015 DC Participants Could More Actively Manage Portfolios An analysis from Aon Hewitt suggests there’s an opportunity for retirement plan participants to be more proactively involved with their...
Compliance | May 22nd, 2015 When Experts Are Needed to Meet Fiduciary Duties Fiduciary basics may overwhelm retirement plan sponsors, but experts say most duties are not that complex, and help is available.
Opinions | May 22nd, 2015 Managed Account Demand on the Rise “Do it for me” investors opt for professional management.
Compliance | May 18th, 2015 Supreme Court Reaches Decision in Tibble v. Edison The Supreme Court has vacated and remanded the specifics in the Tibble v. Edison fee case, but its decision seems to...
Compliance | May 18th, 2015 Investment Manager Allowed to Sue over Oral Agreement A California state appellate court found allegations supported an investment manager’s claim that it had entered into an oral agreement...
Deals and People | May 18th, 2015 LSEG Launches New FTSE Russell Brand The creation of the FTSE Russell name represents the launch of a newly combined global index brand, according to the...
Participants | May 13th, 2015 April Another Light Trading Month for DC Accounts Relatively few defined contribution plan participants enacted trades last month, according to Aon Hewitt.
Data and Research | May 13th, 2015 Managed Accounts the Next DC Investment Trend? The number of mega plans offering managed accounts has grown 13 percentage points in the last year.
Participants | May 12th, 2015 Retirement Investors Open to Technology Help A report from Charles Schwab finds working-age Americans are warming to financial advice delivered through a combination of personal interaction...
Investing | May 11th, 2015 Audit Says Alternatives Hurt Utah Retirement System An audit report notes the Utah Retirement System has shifted substantially to alternative investments, with mixed results.
Products | May 11th, 2015 Russell Fund Balances Income and Growth Potential Russell Investments has launched a fund for investors seeking yield-oriented investment strategies.
Investing | May 8th, 2015 Index Fund Proxy Voting and Fiduciary Liability Could a general failure to address the importance of index fund proxy voting rights derail the ongoing indexing trend among...
Products | May 7th, 2015 DCREC Podcast Series Explores Real Estate in DC Plans The Defined Contribution Real Estate Council says commercial real estate can help DC plan participants fight inflation and earn steadier...
Investing | May 6th, 2015 Greater Diversification Improves Plan Returns The Wilshire Trust Universe Comparison Service found all plan types’ median returns were higher in Q1 2015 than returns generated...
Administration | May 5th, 2015 Investment Committee Solutions for Small Plans Plan sponsors with no committees must still perform committee functions.
Administration | May 5th, 2015 Pension Plan Funded Ratios Increased in April The aggregate funded ratio for U.S. corporate pension plans saw an increase in April 2015.
Products | May 4th, 2015 SEI Launches Institutional Catholic Values Funds New fund products from SEI invest according to principals set forth by the Catholic Church.