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
2021 Target-Date Fund Survey
The DOL Has Begun Retirement Plan Cybersecurity Audits

Attorneys say the requests plan fiduciaries have received ask for a broad amount of information and documentation, and they urge fiduciaries to act on the DOL’s recent guidance.

Rush of Litigation Against Retirement Plans Expected to Continue
One insurer says the more than $1 billion in settlements thus far could make fiduciary insurance a thing of the past.
2020 Recordkeeping Survey
TRIVIAL PURSUITS: What do the M’s stand for in M&Ms?

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

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