Compliance | June 12th, 2014 Last Defendant Settles in N.Y. ‘Pay-to-Play’ Case June 12, 2014 (PLANSPONSOR.com) - A final judgment was entered against Saul Meyer in the enforcement action that arose from...
Administration | June 11th, 2014 Diversity Can Benefit Investment Committees June 11, 2014 (PLANSPONSOR.com) – Plan investment committees could benefit from a greater diversity in membership, says a new paper...
Administration | June 4th, 2014 PSNC 2014: Fixed Income and Stable Value June 4, 2014 (PLANSPONSOR.com) – The stable value market has changed significantly post financial crisis, says Josh Kruk, head of...
Benefits | June 4th, 2014 PSNC 2014: Proper Investment Committee Governance June 4, 2014 (PLANSPONSOR.com) – An investment committee must focus on fiduciary considerations at all times. Care, diligence, prudence and...
Opinions | June 4th, 2014 Protecting Retirement Plan Returns from the March of Progress June 4, 2014 (PLANSPONSOR.com) - As with various other major Western economies, the United States has in recent decades seen...
Benefits | June 3rd, 2014 PSNC 2014: Investment Diversification June 4, 2014 (PLANSPONSOR.com) – Amid the discussion of industry best practices at the 2014 PLANSPONSOR National Conference, the question...
Products | June 2nd, 2014 BMO Adds Retirement Class Shares to Mutual Funds June 2, 2014 (PLANSPONSOR.com) – BMO Global Asset Management is now offering retirement share classes for four BMO Funds.
Compliance | May 30th, 2014 Realtor to Repay Plan for Bad Real Estate Investment May 30, 2014 (PLANSPONSOR.com) – A federal district court has ordered an Oregon realtor to repay more than $400,000 to...
Benefits | May 28th, 2014 Should Your DC Plan Include Absolute Return Strategies? May 28, 2014 (PLANSPONSOR.com) – A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of...
Administration | May 28th, 2014 Institutional Plan Sponsors See Modest Gains in Q1 May 28, 2014 (PLANSPONSOR.com) – Institutional retirement plan sponsors benefited from continued gains in domestic equity and fixed income during...
Benefits | May 27th, 2014 Longer-Term View Needed for TDFs May 27, 2014 (PLANSPONSOR.com) – Target-date funds (TDFs) for retirement plan participants need to consider a longer investment time horizon,...
Opinions | May 27th, 2014 Is Your Portfolio Manager Living up to Its Style Mandate? May 27, 2014 (PLANSPONSOR.com) - Active share helps plan sponsors monitor and manage portfolio style drift.
Administration | May 23rd, 2014 Foundations and Endowments Seek to Lower Investment Risks May 23, 2014 (PLANSPONSOR.com) – Foundations and endowments appear to be transitioning portfolios away from their largest holdings, according to...
Products | May 23rd, 2014 Schwab Says Index Investing Gets Short Shrift May 23, 2014 (PLANSPONSOR.com) – Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does...
Administration | May 23rd, 2014 Are Mutual Fund Managers Driven to Perform? May 23, 2014 (PLANSPONSOR.com) — A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have...
Products | May 22nd, 2014 John Hancock Expands Asset Allocation Models May 22, 2014 (PLANSPONSOR.com) – John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k)...
Investing | May 19th, 2014 Target-Date Funds Underperform in Q114 May 19, 2014 (PLANSPONSOR.com) – For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash...
Administration | May 19th, 2014 Frequent Participant Trading Elicits Fund Provider Response May 19, 2014 (PLANSPONSOR.com) – Frequent trading by some 401(k) participants is eliciting a response from fund providers such as...
Benefits | May 15th, 2014 BlackRock Argues To-Retirement TDFs Are Best May 15, 2014 (PLANSPONSOR.com) – The glide path of a target-date fund (TDF) should reach its landing point at the...
Products | May 14th, 2014 Merrill Lynch Unveils Holistic Wellness Program May 14, 2014 (PLANSPONSOR.com) – A new advisory program from Merrill Lynch helps individuals assemble and compare competing financial concerns...