Confidence Remains in an Aging Bull Market
Both for novice individuals and sophisticated institutions, investor perceptions of preparedness for market turbulence can often differ from actual readiness.
Tag: Investments
Don’t Let 3(38) Fiduciary Confusion Entangle Your Plan
Plan sponsors must take as much time as necessary to understand what it means to hire a 3(38) discretionary investment...
‘Bond King’ Bill Gross Announces Retirement from Janus
The founder of PIMCO is known as one of the most successful bond managers in U.S. history; his rocky 2014...
Many Foundations and Endowments Underestimate Investment Risk
Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they...
Participants Need Support to Weather Bouts of Volatility
One of the toughest challenges facing plan sponsors is broadening the perspective of participants to look beyond what has happened...
Another Fund Manager Forecast Urges Tempered Optimism
Charles Schwab’s 2019 forecast does not suggest long-term investors should rotate their portfolios away from risky assets, but investors should...
$24M Settlement Proposed By Parties in BB&T Self-Dealing ERISA Litigation
The long-running litigation appears to be heading for a mediated conclusion, after a contentious discovery process that produced over 260,000...
Fund Menus, Fee Structures Still Trending Toward Simplification
Experts at the Best of PSNC 2018 event in Boston reviewed plan sponsors’ use of different fund types and fee...
Labor Shortage Among Developed Market Headwinds
J.P. Morgan anticipates labor supply constraints in developed countries starting in the next decade; while global growth expectations are modestly...
Portfolio Implications of Technological Acceleration
Faced with “growing obsolescence risk,” PGIM says there are two concrete steps that institutional asset owners should consider.
SEC Commissioner Calls for Simpler Ways to Compare Investments
Commissioner Stein also encouraged the SEC to implement “mandatory periodic disclosures about the value of investors’ 401(k) accounts to show...
ETF Costs, Liquidity in Focus for Institutional Investors
A new white paper offers a few important warnings for institutions thinking about using ETFs and trying to understand ETF...
Arnerich Massena Makes Economic Case for ESG Investing
Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet...
Rising Short-Term Interest Rates Can Benefit Retirement Investors
Higher short-term rates translate into additional income for investors from their bond portfolios, and their fixed-income allocation should provide greater...
ERISA Section 404(c): Back to Basics
To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants...
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Investment Product and Service Launches
MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths, while AXA doubles down on SRI/ESG integration.
Five-Year Market Forecast Sounds Mostly Optimistic Note
Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.
Have Risk Lessons Been Learned From Financial Crisis?
Industry observers fear that 10 years following the collapse of Lehman Brothers, many investors, including retirement plan investors, may have...
Sponsors’ Unique Objectives Guide Retirement Income Discussions
“There is a lot of value in having conversations about retirement income that are not just product driven,” said Josh...
BNY Mellon Master Trust Index Highlights Yearly Growth
Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.