Data uncovers motivations for considering environmental, social and governance factors in investments, as well as which factors investors are more concerned about.
Companies surveyed by GSAM are looking to invest in private equity and illiquid asset classes; DB plans might be interested in insurance companies’ views since they face some...
Stable value is touted as helping near-retirees manage sequence risk, should they have the misfortune of retiring into a downturn, but these investments offer advantages for participants of...
With costs coming down and digital and robo-advice technology getting participants to share more personalized information, sources say managed accounts are poised to be adopted by more plan...
For now, sources say there needs to be more education and a change of thought to help 401(k) plan sponsors and participants accept the income-generation value of annuities.
Investments should rank well on both financial and ESG metrics, and plan sponsors should know how their asset managers approach ESG investments.
Participant demographics may play a part, but some plan sponsors might be lured by recordkeeper fee offerings.
J.P. Morgan’s proprietary analysis of the 100 largest corporate pensions reveals several lessons defined benefit plan sponsors can learn from last year.
Annuity adoption lags, but there are other ways to help retirement plan participants prepare for income in retirement.
There will always be unpredictable times, and just as participants are told to take a long-term view, so should plan sponsors when selecting and monitoring investments.
Plan provisions and advice tools can help participants turn their savings into reliable retirement income.