Investing

One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.

Measuring the materiality of each factor and considering the changes that have occurred in 2020 are important, according to speakers at DCIIA's Academic Forum. 

A case in Australia could have implications for duties of retirement plan fiduciaries around the world.

Willis Towers Watson offers 10 suggestions for DB plans for 2021.

One expected outcome at this very early juncture is that environmental, social and governance investing will see major advancements, sources say.

Defined contribution plan sponsors can offer meaningful fixed income investment options by using diversification and thoughtful asset managers.

However, a survey found that securities lending needs to evolve in order to integrate investors’ ESG principles with their securities lending programs.

This week has delivered a painful but necessary ‘reality based’ repricing, one expert says.

Experts agree that outsourced chief investment officers take on more duties than 3(38) investment managers.

Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase their income to help address inflation.

Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant.

The goals of plan sponsors and participants will help determine which option is best.

Diversification via alternative investments, especially in times of market volatility and downturns, can lead to better performance,

Industry professionals highlight the importance of implementing environmental, social and governance strategies, and explain how the investments connect to a plan sponsor’s fiduciary duty.

A look at the in-plan, out-of-plan, insured and investment options available.

For their part, participants say they feel the pandemic has make their retirement savings more vulnerable.

Retirement industry experts take a look at collective investment trusts, exchange-traded funds and separate accounts.

Environmental, social and governance investing is slowing becoming pervasive in DC plans, particularly as Millennials are poised to become the majority of the workforce.

A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend for the future.