DB Plan Sponsors Turn to Private Markets for Return
It is critical to choose the right investments and managers.
Investing
Record Balances Raise the Stakes for DC Plan Investors
Both market gains and improved savings behaviors have pushed defined contribution (DC) plan balances to record levels.
Don’t Put Your Head in the Sand Because of Cash Balance Liability Complexity
Cash balance plans may have the most complex liabilities to manage, but creating a clear strategy to manage risks will keep it from getting more complicated.
Steps for Creating an Effective IPS
While not required, a road map for investment selection and monitoring is a best practice, and sources now say the more detailed, the better.
Research Shows Positive Effects of TDFs
Various beneficial changes to retirement savings portfolios made by investing in TDFs could enhance retirement wealth by as much as 50%, research suggests.
Don’t Leave Retiring Plan Participants Hanging
Many people are confused about how to invest in retirement, so they will need help before and after they do so.
The Case for TDFs That Mix Active and Passive Management
PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active management due to outperformance.
Pressure Is Building to Consider Climate Change When Investing
Retirement plan fiduciaries, for now, should at least consider the role climate change will have on plan investments and vice versa.
Consider the More Conservative Investments Pre-Retirees Should Hold
With potentially lower future returns and low interest rates, plan sponsors should reexamine plan investments to help participants with retirement income.
How to Include Private Equity in DC Plans
Serge Boccassini, with Northern Trust Asset Servicing, explains how his firm has been doing so for 10 years.
Portfolios Face Rate Cuts, Trade Tensions and Elections
The combination of moderate growth and technological innovation will continue to suppress inflation, which in turn will bolster the global central bank easing cycle that is already well...
Do TDF Characteristics Impact Default Acceptance?
For plan sponsors making decisions about default investments, it’s important to understand the underlying drivers of participant behavior.
Will 2020 See Active Managers (Finally) Outperform?
After a decade of trailing their passive counterparts, active managers may benefit this year from an improved outlook for small cap stocks and potentially rosier conditions in emerging...
As Another Decade Opens, Appetite for ESG Remains Strong
The appetite for environmental, social and governance investing cuts across generations and genders.
Millennials Favor ETFs in Their SDBAs
They also have a larger portion of their portfolios in cash than other generations, according to Charles Schwab.
401(k) Investors Barely Touched Their Portfolios in November
Not only was it the lightest trading month so far this year, but there were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.
Sustaintable Portfolios Hold Their Own
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well...
10 Action Steps for DB Sponsors in 2020
Willis Towers Watson says the pension plan landscape is quickly changing, as returns will be lower while volatility is likely to increase.
Keys to Future Investing Success for Institutional Investors
Sources share what to look for in asset managers and investment products to reap the best investment outcomes.
Stable Value’s Role in a Diversified DC Plan Menu
Stable value funds can and do play an important role as an asset class alongside target-date funds, and they should also be the subject of sufficient deliberation.