Tag: retirement plan investing

2019 Retirement Outlook and Investment Insights

Jonathan Barry, MFS Investment Management, discusses key trends retirement plan sponsors may expect to see this year, as well as issues they may face and thoughts about how to address them.

LDI Strategies and Preparing DB Plans for Recessions

Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to protect funding levels; they suggested liability-driven investing is a smart way to “get off the funded-status rollercoaster.”

Putnam Supreme Court Petition Asks About Comparisons to Index Funds

In addition to asking the high court to weigh in on whether the plaintiff or the defendant bears the burden of proof on loss causation under ERISA, Putnam asked the court to determine whether showing that particular investment options did not perform as well as a set of index funds selected by the plaintiffs with the benefit of hindsight, suffices as a matter of law to establish “losses to the plan.”

DC Plan Sponsors Increasing Focus on Fees

Callan’s 2019 Defined Contribution (DC) Trends Survey finds more plan sponsors have conducted fee benchmarking, there’s a shift in who is paying fees and trends regarding revenue sharing have changed.

ESG Access Among Active Management Opportunities in 2019

Asked about what Putnam has seen develop this year in terms of environmental, social and governance investing programs, and about how “ESG” fits into the discussion of active and passive management, Putnam Investments CEO Bob Reynolds had a lot to say.