PSNC 2020: Time to Get Serious About ESG?
Environmental, social and governance investing is slowing becoming pervasive in DC plans, particularly as Millennials are poised to become the majority of the workforce.
Investing
PSNC 2020: New Thoughts About QDIAs
A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend for the future.
Coronavirus Questions Reshape Long-Term Capital Market Assumptions
The challenges facing U.S. and global equity markets at the start of 2020 appear tame compared with present obstacles—a fact clearly demonstrated by assets managers’ updated market outlook...
Equity Analysts See More Volatility and Decent Returns
Asset managers’ mixed outlook on the market reflects the uncertainty and volatility experienced so far this year, though there is more optimism for the rest of 2020 than...
Inflation Is Not All Bad. In Fact It Is Essential for Growth.
Many find it counterintuitive that the U.S. Federal Reserve would want to push up inflation, but it has some good reasons to do so.
Bitcoin As a Retirement Plan Investment?
The cryptocurrency is legally permissible as a 401(k) investment under ERISA, but some plan sponsors may have questions about whether it is prudent.
New Normal for Interest Rates Embraced by Federal Reserve
In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution that has occurred in the U.S. and global...
The Future for ESG Investing in Retirement Plans
The DOL says ESG integration cannot propel financial advancement. Experts say the department is wrong; plan sponsors just need education on implementation.
Actuarial Firms, Treasury Clash Over Union Pension Cuts
Lead actuaries at Segal say the Treasury Department is preparing to wrongfully reject an application to reduce benefit payments made by one of its financially stressed union pension...
Volatility Brings Focus on Sustainable Retirement Income
Participants are looking to their employers to offer a retirement income solution, while interest in ESG investing among retirement plan participants continues to increase.
Institutional Investment Returns Rebound in Second Quarter
Plan sponsors saw significant investment gains, with a median plan return of 10.6%, according to Northern Trust.
Is It Time for the U.S. to Create a Sovereign Wealth Fund?
As the U.S. government looks for a cure-all amid the financial crisis, some experts are looking to a government-owned wealth fund as an answer.
Doll Foresees Deepest Recession Since World War II
But the chief equity strategist at Nuveen expects it to be short-lived.
Stimulus Helps, But Markets Will Remain Volatile
The S&P 500 could move up and down by 2% every day for the next six months, experts agree.
Some Say Coronavirus Will Cement New Normal for Rates
The world has indeed embraced a new normal—but not one necessarily tied to interest rates.
Understanding How ‘E,’ ‘S’ and ‘G’ Contribute to ESG Performance
Investors need to know which factors will help them achieve their long-term and their short-term goals.
Insurers Report Negligible Long-Term Changes to Investment Strategies
The firms—which have similar investing goals to DB plans and back investments included in some DC plans—are continuing a move to private assets.
Improving Participant Outcomes With Custom TDFs
Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater diversification and less risk near retirement.
Will ‘Whiplash’ Volatility Continue in Q3? Most Likely.
The global equity markets dropped by about 20% during the first quarter before snapping back in the second. Analysts are pondering what comes next.
Do Standard Glide Path Illustrations Obscure Key Information?
The minimum and maximum fixed-income allocations of 2050 target-date funds range between 1.5% and 19.9%, respectively, according to MFS.