Investor Demand Reshapes Active Fund Marketplace
One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the...
Tag: Investments
How Hybrid QDIAs Could Be Beneficial to Participants
Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC...
DC Plan Menus Evolve to Meet Participant Demands
According to Manning and Napier survey data, as many as 27% of participants say they have actually proactively opted out...
Investment Manager and Recordkeeper Changes Driven by Fees
The desire to reduce fees is the top reason DC plan sponsors cite for contemplating changes in investment managers and...
Trustee Found Liable for Diversification Failures
At various times between 2006 and 2009, according to EBSA findings, the plan was 100% invested in stock warrants.
Scrutinizing Plan Fees Can Save Plan Sponsors and Participants Money
One adviser explains that if a plan has $1 million in assets, even a single basis point reduction in fees...
Management Change Has No Impact on Fund Performance
Even though several funds see major outflows following highly-publicized management changes, Morningstar argues this tweak rarely effects fund performance.
ESG Means More Than Negative Stock Screens
One ERISA attorney says he is encouraged by recent ESG product development in the DC space that is “about so...
Investor Habits Differ Across Generations
According to a new report by Dreyfus, younger investors are more likely than older ones to reevaluate their investing approach...
(b)lines Ask the Experts – Consequence of Offering Non-Eligible Investments
“What is the consequence of a plan that, though written to permit only 403(b) eligible investments (403(b)(1) fixed/variable annuities and...
ERISA Suit Challenging Voya Stable Value Funds Rejected
The lawsuit unsuccessfully alleged Voya does not disclose to its retirement plan clients and their respective participants the amount of...
Retirement Confidence Continues to Lag Among Gen X
The key to helping Gen X is to try to banish apathy, according to new FICO research.
Millennial Investors Overshadowed by Memories of ’08 Financial Crisis
For several American Millennials, the Great Recession of the past decade has molded how they feel about investing and saving...
Mega Plans Split on Custom TDFs
Slightly more than half of mega plan sponsors in Northern Trust’s book of business deploy custom target-date strategies.
MFS Accused of Engaging in Prohibited Transactions in 401(k)s
A lawsuit claims MFS used its 401(k) plans “as an opportunity to promote MFS’s mutual fund business and maximize profits...
Lower Premiums May Drive Employees into HSA-Eligible Plans
An analysis by the EBRI found that HSA-eligible plans may become more attractive as health insurance premiums are lowered or...
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TIAA Exec Reflects on History of Retirement Plans
Ron Pressman, TIAA CEO for Institutional Financial Services, says there are five best practices that retirement plans can implement.
American Airlines Agrees to Settle Proprietary Funds Lawsuit
The gross settlement amount is $22 million.
Brown University Faces Familiar Allegations in 403(b) Lawsuit
Individual annuity contracts and a large plan investment lineup are targets in the Brown University lawsuit, just as they are...
Diversification Has Decreased at the Market Level
The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number...