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.
Investing
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.
Self-Directed 401(k) Participants Also Increased Trading in Q1 2020
The average Charles Schwab self-directed brokerage account balance was down 14% from the end of 2019, and those participants who used advisers displayed a more diversified asset allocation...
Retirement Tier Widely Recommended for DC Plans
A retirement tier is a range of products, solutions, tools and services to support participants who are near, entering or in retirement.
A Reality Check for the Equity Markets
Recent volatility has left the equity markets “looking a bit more in touch with the economic reality than they were a week ago,” one commentator says.
The Role of Stable Value in Each Stage of the Savings Journey
Stable value has an important combination of benefits for participants nearing retirement, but it can play a role for participants who are building their savings as well.
Private Equity in DC Plans an Opportunity to Improve Outcomes
Plan sponsors should follow prudent processes the DOL laid out in its recent guidance, and there are already solutions in place to help them figure out how to...
Promising Investment Opportunities Exist
Small-cap stocks and distressed debt are among places investment managers said investors should turn in the post-COVID-19 environment.
The Next Evolution in 403(b) Plans: Investments
While 403(b) plans have made great strides, lifting restrictions on the types of investments the plans can offer and considering more diverse investment types could further improve participant...
Pandemic Shines a New Light on Climate Change and ESG Investing
The COVID-19 crisis is showing plan sponsors how corporate behaviors affect the environment and that encouraging positive ones with investment dollars can benefit participants as well.
Rethinking Portfolio Strategies for DB Plans
What strategies should plan sponsors consider for reaching their goals in the new market environment?
Like U.S. Corporations, U.S. Nonprofits Remain Shy About ESG Investing
Even in very mission-driven organizations, there is enough diversity of opinion to make consensus on how to define environmental and social responsibility quite difficult.