How Institutional Investors Can Rate-Proof Their Portfolios
Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.
Latest News
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Free Public Service Loan Forgiveness Support Program Announced Through Equitable
The new eligibility tool will help individuals see an estimated forgiven loan balance, detail next steps for applying for forgiveness and provide information on how to increase further...
Alternatives May Have a Place in DC Plans
DCIIA provides potential next steps for defined contribution plan sponsors to incorporate alternative investments into their plans, with considerations for fiduciaries.
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Investment Product and Service Launches
ISS ESG launches labels and standards solutions; Principal advances plan for first semi-transparent ETF offering; and Xtrackers by DWS launches ETF with exposure to high-yield corporate bonds.
Fraudulent Hardship Withdrawals Draw Grand Jury Ire
A federal court has denied a defendant’s motion to dismiss a lawsuit in which he is accused of committing wire fraud while taking allegedly fraudulent hardship withdrawals from...
Corporate DB Plan Funded Status Little Changed in January
Whether plans saw a slight increase or decrease depended on their lifecycle stage and allocation to equities.
Daily 401(k) Trades Highest in a Year
Despite the backdrop of a volatile stock market, the average of balances traded daily was 0.017%, according to Alight Solutions.
Individuals Feeling More Urgency About Planning for the Future
Seven in 10 Americans surveyed say they want to work with a financial adviser.
DC Plans Use Pension Features to Improve Retirement Outcomes
DC plans are taking on more and more features that primarily used to be associated with defined benefit plans, to some success, but more work lies ahead in...
Lower-Income Workers Benefit the Most From Auto-Portability
Research suggests that keeping retirement plan savings in tax-advantaged accounts, using auto-portability, can help to close the wealth gap.
HSA Enrollment Trends Expected to Reverse
EBRI cites studies that show enrollment in HSA-eligible health plans has slowed and is now decreasing.
Having a Written Financial Plan Improves Savings and Asset Allocation
Research suggests written plans might especially help low- to moderate-income employees save more.
Picking the Minds of Stock Plan Participants
Most feel confident in their ability to access their stock plan account, but many would like more education about maximizing their benefit.
Benefits |
A Plan Sponsor Offers an Interactive Financial Wellness Benefit
The CEO of Pressed wanted a flexible program to address a diverse workforce.
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Groom Law Group Publishes Guide for Selecting Lifetime Income Options
The paper aims to provide defined contribution plan fiduciaries with a practical tutorial for choosing lifetime income investments.
Retirement Industry People Moves
MetLife Investment Management fills lead LDI strategist role; Smart adds head of fiduciary oversight; Principal announces new U.S. retirement business president; and more.
DOL Announces Enforcement Actions for Abandoned Plan and Missed Contributions
The Department of Labor announced judgments against a pair of plan sponsors to restore employees’ retirement plan contributions after ERISA fiduciary breaches.
Benefits |
San Diego to Retroactively Replace Thousands of Employees’ DC Plans With Pensions
A law that moved all city employees except police officers to defined contribution plans was found to have been illegally placed on the public ballot.
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American Trust Partners With iJoin on Retirement Solutions
The alliance will offer participants a personalized enrollment, investment and education experience.
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Investment Product and Service Launches
GaiaLens launches real-time ESG news service; AllianceBernstein and Vestmark unveil custom municipal solutions platform; DCALTA partners with PivotalPath to launch hedge fund benchmarks; and more.