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.
Investing
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.
Balancing Fiduciary Duty With ESG Demand
As desire for sustainable investments increases, retirement plan sponsors are still cautious about offering ESG funds while regulatory guidance is stalled.
How to Evaluate Stable Value Funds
Speakers during a Broadridge webinar discussed steps to evaluate the instruments, as well as what elements plan sponsors should consider.
Insurance Companies Show a ‘Risk On’ Approach to Investing
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...
The Benefits of Stable Value Funds for Plan Participants
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...
What DB Plans Can Learn From Endowment Investing
Alternative investments and private assets might help defined benefit plans diversify and generate more returns.
Managed Accounts Are Particularly Beneficial for Near-Retirees
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...
What to Know Before Adding an SDBA to Your Plan
Self-directed brokerage accounts offer a multitude of options to the hands-on investor, but there are pros and cons of allowing retirement plan participants to use them.
In the Future, the Bias Will Likely Be for Annuities
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.
Asset Managers: Financial Factors Are Important Part of ESG Investment Selection
Investments should rank well on both financial and ESG metrics, and plan sponsors should know how their asset managers approach ESG investments.
Why a Handful of Sponsors Offer More Than One TDF Family
Participant demographics may play a part, but some plan sponsors might be lured by recordkeeper fee offerings.
Rebalancing Can Be an Important Tool for DB Plans During Volatile Market
J.P. Morgan’s proprietary analysis of the 100 largest corporate pensions reveals several lessons defined benefit plan sponsors can learn from last year.
New Trends in Investing Pushing Greater OCIO Use
The push to create value-aligned portfolios, add annuities to retirement plans, and free up time to focus on other things are reasons for an increased use of outsourced...