Investing

The expense ratios 401(k) plan participants incur for investing in mutual funds have declined substantially since 2000, Investment Company Institute data shows.

Panelists discussed recent trends with asset allocation vehicles, and how plan sponsors can help participants comprehend what it all means.

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

Many people are unaware of their triple tax advantages, that balances can be carried forward and that the money can be invested.

“[When] investors commit to consistent investment regimes, investor returns are strong and the gaps are often positive," Morningstar says.

Vanguard says it periodically reviews its investment menu

Vanguard believes it’s an important part of due diligence to consider custom options.

Data from Morningstar demonstrates variable annuity net assets fell 1.6% to $1.95 trillion during the first quarter of 2018, versus fourth quarter 2017 net assets of $1.99 trillion;...

According to Jake Tshudy at SEI, “An actuarial valuation approach akin to a DB plan is the best strategy to determine if a TDF series has the appropriate...

Target-date fund designs should take into account the risks retirement plan participants face—how to correlate and corral the evolving sources of market, event, longevity, inflation and interest rate...

Given some of the strong language used to warn retirement plan fiduciaries against placing other interests ahead of the financial benefit of their participants, the latest DOL bulletin...

A global bond allocation hedged for currency risk can result in greater risk-adjusted returns than an allocation to local-only bonds, a report says.

There is some lingering uncertainty about the role of smart beta institutional investing, as more than 50% of asset owners in the U.S. say they remain uncertain on...

However, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more in their DC plans than TDF users.

Corporate and health care plans fared the worst, with quarterly returns of -1.14% and -0.71%, respectively.

Wilshire TUCS first quarter returns were weighed down by losses across all major asset classes.

Expense ratios of target-date mutual funds averaged 0.44% in 2017; since 2008, ICI explains, the expense ratios of target-date mutual funds have fallen 34%.

PLANSPONSOR speaks with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of equity market volatility and ways to help ease plan participant...