Investments

InvestingFebruary 10, 2017

Smart Beta Evolution Targets the DC Space

The potential for enhanced returns with reduced risks and costs would seem appealing to any plan sponsor, but what is really behind the label “smart beta,” and can it work in DC plans? 

Data and ResearchFebruary 09, 2017

Immediate Annuities Pair With Social Security

A large majority of households that are currently receiving a Social Security benefit already get at least three-quarters of their income in the form of annuities, from Social Security, employer-provided pensions, and other annuity contracts.

InvestingJanuary 27, 2017

Advisers to Push for More ETF Use in DC Plans

With consumers every day becoming more fee conscious and mounting pressure from regulators and litigators, Cerulli finds that advisers “believe that lower-cost investment products translate to less business risk.”

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