Tag: DC plan investments

Industry Voices March 26th, 2018

SURVEY SAYS: Socially Responsible Investments in DC Plans

The Department of Labor (DOL) has paved the ways for inclusion of environmental, social and governance (ESG)-screened investments to be included in defined contribution (DC) plan menus.

Investing December 12th, 2017

MetLife Finds Move Away From Money Market Funds in DC Plans

Fifty-two percent of defined contribution retirement plan sponsors offer money market funds as capital preservation options, down from 62% in 2015.

THOUGHT LEADERSHIP
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Financial ownership: Helping participants move from engagement to actions

Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference

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Checklist for Financial Wellness

An excerpt from Una Morabito's Keynote lecture at the PLANSPONSOR National Conference 2019

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Keys to our target date success - Capital Group & American Funds

Apu Sikri & Ralph Haberli

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Income for the Retirement Years

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Bonds are Different – Active versus Passive Management

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Women & Investing

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

MARKET MIRROR

Friday, the Dow lost 159.72 points (0.59%) to finish at 26,935.07, the NASDAQ fell 65.21 points (0.80%) to 8,117.67, and the S&P 500 closed 14.75 points (0.49%) lower at 2,992.04. The Russell 2000 was down 1.73 points (0.11%) at 1,559.75, and the Wilshire 5000 decreased 139.47 points (0.45%) to 30,610.63.

The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.725%. The price of the 30-year Treasury bond climbed 1 28/32, decreasing its yield to 2.158%.

WEEK’S WORTH: For the week ending September 20, the Dow lost 1.05%, the NASDAQ finished 0.72% lower, and the S&P 500 decreased 0.51%. The Russell 2000 fell 1.17%, and the Wilshire 5000 was down 0.50%.

Industry White Papers

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
Hooker & Holcombe 2019 Municipal Pension & OPEB Report Puzzled by how your pension & OPEB plans stack up against other municipal plans?
How a Custodian Started Up a Fintech Solution for CIOs Asset allocators struggle to harness portfolio data in a way that efficiently and effectively supports their investment process. Comprehensive, high-quality, nimble and accessible data: that’s the objective. Most asset owners find themselves at an inflection point with their infrastructure, and need to modernize quickly.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.

Tag: DC plan investments

SURVEY SAYS: Socially Responsible Investments in DC Plans

MetLife Finds Move Away From Money Market Funds in DC Plans

Firms Announce Changes to Equity Compensation, ESPP Platforms

2019 Target-Date Fund Survey

Sidecar Savings Accounts Create Current and Future Financial Security

Study Suggests Reasons Most Physical Wellness Programs Don’t Work

Ruling in ERISA Case Lets Adviser Partly off the Hook