Market Volatility a Good Time to Remind Participants About the Fundamentals
Data from the Alight Solutions 401(k) Index already shows retirement plan participants are reacting poorly to this latest round of...
Tag: Investments
Managed Accounts and the Shifting Fiduciary Landscape
Common sources of plan sponsor and participant concern with managed accounts include cost concerns, lack of participant understanding, and lack of...
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Nasdaq Shifts Endowment Index Allocations
Ahead of small adjustments being made for 2018, the Endowment Index gained 17.61% for the calendar year ended December 31, 2017.
Dismissal of Capital Group Self-Dealing ERISA Challenge Offers Fiduciary Insight
With the new opinion, the district court seeks to make clear where the line is when it comes to pleading...
With Sustainable Investing Pledge, Voya Joins Industry ESG Debate
Voya Investment Management has pledged to adopt six basic principles to promote and support the use of environmental, social and...
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PlanVisualizer Design Support Tool Launched by Empower Retirement
Empower’s PlanVisualizer aims to create a holistic view of a client’s retirement plan in its current state, along with the...
Ruling in Charles Schwab Self-Dealing Suit Suggests Limits of Arbitration Agreements
For one thing, a federal court judge found the defendants provide no authority supporting their contention that a plan document...
Vanguard and Fidelity Fee Arrangement Shifts, Reflecting Industry Trends
Fidelity confirms that it will soon begin charging a 0.05% fee on assets invested through its platform into Vanguard products.
TDFs Have Improved Participant Diversification
About a third of participants across Millennials, Generation X, and Baby Boomers who self-manage the investment of their plan accounts...
Greater Use of Passive Funds Built Directly on TDF Popularity
Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity...
Unbundled Plans Gained Significant Ground in 2017
Today, just 8.8% of “mega plans” with assets greater than $1 billion utilize a fully bundled structure.
Participants Made Record-Low Number of Trades in 2017
Part of the very light trading activity can be explained by the prevalence of target-date funds, the largest asset class in...
NYC Pension Fossil Fuel Divestment Sparks ‘Modern ESG’ Investing Debate
ACCF agrees theoretically with the possibility that environmental and social factors are materially important to institutional investments, instead accusing New...
Economies of Scale Strongly Benefit the Largest Plans
Institutional investors with less than $1 billion in assets paid 65% more for investment management than medium-size funds ($1 billion...
SEC Fixed Income Liquidity Committee Sets First Meeting
The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional...
J.P. Morgan Warns Long-Term Investment Outlook Is Muted
“Saving more is the most obvious and effective way to improve retirement outcomes," J.P. Morgan experts say.
Retirement Funds Among Targets of Securities Fraud
Brokers serving retirement plans and other institutional investors were accused of routing orders for equities to an offshore affiliate in...
The Old Equity Bull Market Charges Into 2018
“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning...
Inflation and the Fixed-Income Outlook for 2018
Recent discussion among Federal Reserve Board members has brought into question the transitory nature of the current lower level of...
Technology Updates Past Due for Mutual Fund Disclosures
“Investors could benefit enormously from a compact and timely disclosure document that they actually look at and understand,” said SEC...