Investing

The firms will begin by offering collective investment trusts that provide access to private market strategies.

Investors rapidly shifted funds from stocks to fixed income, then backed off.

The asset classes should be available to retirees to help with the ‘democratization of private investing,’ the company stated.

The partners aim to provide institutional-grade investment tools and opportunities to retirement investors in the state's DC plan. 

The products are complex for various reasons, but recent regulatory changes and potential demand are expected to continue driving plan sponsor adoption.

Industry proponents expect the legislation would lower costs and broaden investment menus for sponsors and participants.

‘Guaranteed income’ offerings are popular with retirees because they reduce the need for a do-it-yourself approach to retirement finance.

With more recordkeepers embedding artificial intelligence capabilities into their platforms, many hope it will help participants select retirement income solutions.

The firm is joining forces with several private investment fund managers and custodians to bring private investments to managed accounts in defined contribution plans.

A Nasdaq-100 survey conducted by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than 1% of all 401(k) assets.

Amid recent market volatility, pension funded status has taken a hit. It may also be time for some plan sponsors to pursue a pension risk transfer.

The U.S. insurance business will remain under the John Hancock name.

The Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency investments in 401(k) accounts.

Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, with investors trading out of equities and into fixed income.

In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through the fog’ and influence 401(k) providers.

The new research questions the growing demand for defined contribution plans to invest in private equity, arguing it is riskier than the publicly traded funds in which 401(k)s...

Weak markets and rising liabilities resulted in sinking pension funding levels in February.

The proposed program would provide all U.S. children with a federal government-funded $1,000 grant to be invested and grow over time.

Defined contribution plans are seen as the ‘final frontier’ for exchange-traded funds, but certain structural issues pose barriers for including these investments in the 401(k) menu.

Advisers and managers share the tools and messages that best allow plan sponsors to communicate the need for rebalancing and drive the process.