Tag: Investments

Historically, financial instruments, such as mortgage-backed securities, credit default swaps, complex bonds and other derivatives, have been difficult to value,...

Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced...

Long-horizon investing can generate up to a 1.5% premium on returns, according to a Willis Towers Watson study that modeled...

The lawsuit claims fiduciaries of the Waddell & Reed 401(k) plan breached their fiduciary duties and engaged in prohibited transactions...

TDFs typically address risk by switching to fixed income as opposed to equity as a participant ages, but a closer...

The system will allow retirement plan fiduciaries to have access to the complete documented process of their investment selection and...

The strongly worded complaint says the plan fiduciaries “utterly abdicated their fiduciary duties to act prudently and loyally” by turning...

Many say they are not provided the information from their adviser or provider.

A district court ultimately found that since plaintiffs did not establish a case in which a particular fiduciary breach caused...

PGIM says a one-size-fits-all classification of emerging markets will become obsolete.

The lawsuit claims plan participants paid excessive investment and recordkeeping fees and alleges the plan’s loan program violated ERISA prohibited...

Asset managers are taking the next steps in TDF innovation and many are eyeing strategic beta for higher returns and...

Natixis research sees “plenty of potential” to incorporate strategies that consider ESG criteria to incent younger investors to increase their...

Capital Group is accused of selecting and retaining its own affiliated investments in its 401(k) plan to the benefit of...

Wells Fargo’s Investor and Retirement Optimism Index offers some insight on what investors think of the interest rate environment and...

Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.

“We are at a unique inflection point in history, with a number of forces converging simultaneously that are forever changing...

It is the highest quarterly increase for the index since 2013.

Main reasons why participants are concerned about retirement saving include fear of looming health care costs and depleting their savings...

Managed account providers are focused on platform consolidation and expect fees to decline.