PLANSPONSOR Weekend Newsdash
Week ending December 29th, 2017
Happy Friday, PLANSPONSOR readers! For the last week of 2017, we’ll shift today’s newsletter focus to investing. First, an annual Allianz Global Investors’ survey found institutional investors are progressively shifting towards alternative assets70% surveyed say they already invest in alternative investment classes. Another vehicle peaking the interest of institutional investors: collective investment trusts (CITs). New data from Cerulli Associates reveals the appeal for CITs comes from overall better pricing. Next, MFS Investment Management draws attention to global momentum in their year-end market analysis; Pavilion Advisory Group creates a “Fiduciary Primer Quiz” surveyshowing that even veteran investment committee members can trip up on their knowledge of institutional investing; and Summer Conley and Michael Rosembaum review what to do when faced with the process of selecting and monitoring investment options. All this and more in this issue of PLANSPONSOR Weekend. Have a very happy new year everyone!
Editor's choice
Investing
Institutional Investors Turn to Alternative Investments to Diversify
Sixty-two percent say they need better tools to manage the risks associated with these asset classes.Read more >
Investing
CIT’s Costs Attract Institutional Investors
A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that it can often gain more favorable pricing compared to using other vehicles.Read more >
Investing
Year-End Market Analysis Highlights Global Momentum
However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.Read more >
Compliance
Investment Committee Quiz Reveals Fiduciary Knowledge Shortfall
The results of a fiduciary primer quiz survey prove once again that institutional investing can be a tricky topic for even the most experienced investment committee members.Read more >
In the Magazine
Options for Investment Help
Even if retirement plan participants decide how to allocate their accounts from among their plan’s investment options, selecting those options is a fiduciary responsibility.Read more >
MOST POPULAR STORIES
Democrats Take Control of the Senate: What Does That Mean for Your Retirement Plan?

Syed Nishat, with Wall Street Alliance Group, discusses potential effects on retirement plans if President Joe Biden is able to move forward his legislative agenda.

2020 Recordkeeping Survey
Takeda Pharmaceuticals Faces ERISA Lawsuit Over TDF Suite in 401(k) Plan

The lawsuit says the target-date funds were selected for the plan despite having no performance history and, when they continued to underperform, they were not replaced with better options.

Pandemic Puts More Households at Risk in Retirement

The Center for Retirement Research says half of American households are at risk of not being able to live at pre-retirement standards of living in retirement.

Trustee Sued Over Retirement Plan Account Fraud

The lawsuit claims the trustee allowed an unauthorized person to take a distribution from a participant’s account and that the trustee is refusing to provide information to help remedy the situation.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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