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Data and Research
Data Shows Popularity of Cash Balance Plans
Data Shows Popularity of Cash Balance Plans
They are viewed as less risky than traditional DB plans, easier to manage, easier for employees to understand, and are more popular in certain industries than in others.
Data and Research
Long-Term Care Policy Holders Drew Record Benefits This Year
The more than $12 billion paid represents an increase of $2 billion over the total claim benefits drawn in 2018.
Most Read
Data and Research
Research Shows Workers’ Poor Grasp of Target-Date Funds
Deals and People
Retirement Industry People Moves
TIAA Class Action Reversal May Impose Significant Procedural Hurdle for Future Cases
Market Mirror
Tuesday, the Dow increased 95.83 points (0.26%) to 36,398.21, the Nasdaq closed 89.54 points (0.56%) lower at 15,781.72, and the S&P 500 was down 4.84 points (0.10%) at 4,786.35. The Russell 2000 lost 14.95 points (0.66%) to finish at 2,246.51, and the Wilshire 5000 decreased 124.53 points (0.26%) to 48,642.86.

The price of the 10-year Treasury note was unchanged, with its yield up to 1.485%. The price of the 30-year Treasury bond was down 4/32, increasing its yield to 1.905%.
Court Denies Summary Judgment for Lawsuit Against ESOP Fiduciaries
The judge found that while the plaintiff might have released all his claims with a separation agreement, the lawsuit was filed on behalf of the plan and the plan did not release its claims.
Plaintiffs Allege ERISA Breach Against Chicago Consultant
A new complaint claims that West Monroe ESOP participants who sold stock in the company did not receive fair market value from company distributions.
With Pandemic Lessons Learned, Institutional Investors Gear Up for 2022
The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and strong returns for many institutions.
Investors Seeking Better Performance Are Driving ESG Investing
Concerns about climate change and natural disasters are spurring fresh interest in environmental, social and governance investing.
Small Talk
ON THIS DATE: In 1845, six months after the congress of the Republic of Texas accepted U.S. annexation of the territory, Texas was admitted into the United States as the 28th state. In 1851, the first American Young Men’s Christian Association was organized, in Boston. In 1890, in one of the final chapters of America’s long Indian wars, the U.S. Cavalry killed 146 Sioux at Wounded Knee on the Pine Ridge reservation in South Dakota. In 1949, KC2XAK of Bridgeport, Connecticut, became the first ultrahigh frequency (UHF) television station to begin operating on a regular daily schedule. In 1975, a bomb exploded in the main terminal of New York’s LaGuardia Airport. Eleven people were killed.
WEDNESDAY WISDOM: “Change before you have to.”—Jack Welch, a former chairman and CEO of General Electric
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