Compliance | April 20th, 2018 Principal Faces Lawsuit Over Management of TDFs The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary...
Administration | April 18th, 2018 Consultants Support Retiree-Focused Investment Options DC plan consultants surveyed by PIMCO offer suggestions for helping retirees with income, core investment menu design and other DC...
Opinions | April 4th, 2018 Separate Myth From Reality When Considering Passive Target-Date Funds Passive TDFs are not always the safer fiduciary choice and not always the better choice for DC plan investors.
Products | February 22nd, 2018 Investment Products and Services Launches Putnam announces new pricing for TDFs; First Trust to launch AI and Robotics ETF; and Vanguard launches factor-based ETFs.
Administration | February 8th, 2018 Morningstar Paper Lays Out Method to Determine the Best QDIA “The world is moving toward big data, and thus far as an industry we haven’t been able to use big...
Products | February 1st, 2018 Investment Products and Services Launches BCG adds 401(k) managed account from Stadion to recordkeeping platform; Mercer partners with Investment Metrics for client reporting; BCM TDF...
Investing | December 26th, 2017 Tactical Asset Allocation Can Protect TDFs From Market Disruptions However, only small portions of TDFs should be designated for tactical asset allocation.
Opinions | December 22nd, 2017 Target-Date Funds Could Be Costing Your Plan More Than You Know Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence...
Investing | December 21st, 2017 Fiduciary Concerns to Know When Debating Managed Accounts Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.
Products | September 21st, 2017 Voya Extends Framework Retirement Program to Tax-Exempt Market The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.
Participants | September 5th, 2017 401(k) Participant Investing Much Different From 20 Years Ago In 1997, the asset class with the greatest amount of participant assets was company stock, an Alight Solutions analysis finds.