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.
Investing
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.
PIMCO to Reimburse Investors for Fee Miscalculation
The firm found an advisory fee waiver in place on the PIMCO All Asset All Authority Fund was less than it should have been.
Institutional Investors Feel Braced for Whatever the Market Throws Them
They favor active management, most have turned to private markets, and nearly half are using scenario analysis to prepare portfolios for political risk.
Updating TDFs to Provide Better Retirement Income
Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Private Equity Could Boost DC Plan Participant Returns
Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
What DB Plans Can Learn From Insurance Companies
Insurance companies take on pension risk, so why wouldn’t DB plan sponsors take lessons from insurer’s investment strategies?
The Evolving Nature of TDFs
Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.
AB Closing Mutual Fund TDF Series
"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at AllianceBernstein, tells PLANSPONSOR.
The Role DC Plan Investment Menus Play in Participant Savings
Do managed accounts or larger investment menus encourage participants to add more to their DC plans?
DB Plan Sponsors Focused on Cost and Funded Status Concerns
They are lengthening bond durations and increasing liability-hedging fixed income allocations, a Vanguard survey found.
SEC Finds Concerns About Money Market Funds and TDFs
Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’ prospectus disclosures.
Prudence, Performance and Quality in Target-Date Funds
Good target-date fund performance is obviously important to participant outcomes, but so is protecting their hard-earned dollars in times of market stress.
Will Tech Innovation Break the Business Cycle?
Suggesting ways investors can address the lower-growth outlook, senior leaders at J.P. Morgan point to the alternative investments and private equity space as a developing opportunity set.
Room for More Innovation in the QDIA Sphere
While TDFs have dominated for over a decade, the industry is recognizing a need for personalization of QDIAs using more participant inputs.
Fixed Income Played Role in Increasing Institutional Investor Returns
Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to fixed income.
The Future of Annuities for DC Plan Participants
There are differences between annuities the industry wants to offer DC plan participants and those that have traditionally been offered.
Points to Consider When Evaluating TDFs
“Diversification should be happening on all levels," says Jake Tshudy, with SEI Institutional.
Report Examines Links Between TDF Quality and Market Share
A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in relation to its peers in the target-date category.