The ESG Landscape: Green, Not ‘Greenwashed’
There’s little evidence of the practice among sustainable investments, says S&P, as investors increasingly want proof an investment is doing what it claims and is not just a...
Investing
SDBA Balances Increase in 2021
Most participant assets were held in equities, followed by mutual funds.
Climate Change and Benchmarking Risk for Retirement Plans
Experts discuss how to conduct climate-change analysis and whether such an inquiry is a fiduciary duty, as forces are aligning in support for greater inclusion of such analysis...
Considering New Uses for SDBAs
Self-directed brokerage accounts could be the answer for meeting participants’ ESG investing desires and maybe guaranteed lifetime income needs.
Plan Progress Webinar: Mid-Year Investment Review
At a recent PLANSPONSOR webinar, investment experts reviewed market performances throughout 2021 so far and key rules for plan sponsors to follow with investment lineups.
Older TDF Investors Can Get Burned by High Equity Exposures
They tend to sell off during downturns, but, researchers say, if they remain invested even for a few years, they can recoup their losses due to the funds’...
How Multiemployer Plan Sponsors Can Manage Relief Payments
With PBGC dictating interest rate assumptions and permissible investments, there are steps plan sponsors should take to make the relief work as intended.
ESG Funds Could See More Interest in 2022
Experts anticipate a rise in sustainable investments following the Thrift Saving’s Plan decision to add ESG funds to its lineup in 2022.
Pensions’ Long-Term Approach to ESG Risks Hinges on Engaging With Companies
The Pension Research Council recommends that pension plan sponsors develop processes to identify, measure and manage environmental, social and governance-related downside risks.
GAO Recommends That Federal Thrift Savings Plan Evaluate Climate Change Risk
The agency identified how retirement plans for public and private-sector employees in other countries are already assessing their risk.
PSNC 2021: Understanding Options for Investment Selection
Panelists discussed what fiduciaries should consider when rounding out their investment selections and how to determine whether the investment fees their participants are paying are reasonable.
PSNC 2021: In-Plan Guaranteed Income: Will the SECURE Act spark a transformation of the 401(k) industry?
A PSNC session explored participant demand for retirement income, the types of guaranteed solutions available and a process for evaluation and implementation.
PSNC 2021: The Modern DC Plan Investment Lineup
The time is now for retirement plans to view their participants as investors deserving high-touch, personalized retirement income assistance.
Company Stock Down, But Not Out
The lion’s share of DC assets are in TDFs via QDIAs—but HR execs still view company stock as valuable for executives and rank-and-file workers.
DB Plan Sponsors Don’t Have to Fear Investing in Real Assets
They can reduce volatility and provide higher returns than other assets, and cash flow needs can be still be managed while using these generally illiquid investments.
Investing Opportunities Created by the Pandemic
Experts discussed how a rise in health care digitalization and increased consumer demand for sustainability could lead to new opportunities.
Essential Considerations for DC Plan Investment Lineups
The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of investments they need to use to take participants...
Worrying About Inflation’s Effect on Your Pension Finances? Don’t.
Experts says they don’t expect a long run of inflation, and it might be making your plan less expensive.
ESG Investing Has Extended to Fixed Income
Asset managers say applying ESG screens to fixed income opportunities offers another prism of assessing risk.
Institutional Investors Report That ESG Will Be a Future Focus
Data uncovers motivations for considering environmental, social and governance factors in investments, as well as which factors investors are more concerned about.