Investing | November 11th, 2019 SEC Finds Concerns About Money Market Funds and TDFs Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’...
Investing | August 28th, 2019 Choosing Between a Stable Value or Money Market Fund Lawsuits have led to confusion about which direction retirement plan sponsors should go when choosing a capital preservation fund for...
Products | July 5th, 2019 Investment Product and Service Launches Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors...
Compliance | May 29th, 2019 Supreme Court Denies Chevron Stable Value ERISA Litigation Review Specifically, the petition for writ of certiorari asked the Supreme Court to answer the question: “In pleading a breach of...
Investing | December 11th, 2018 401(k) Participant Trading Returned to Normal in November Most 401(k) trading in the month favored fixed income investments.
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...
Participants | September 15th, 2017 August Uptick in Trading Favors Fixed Income The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market...