Drew Carrington and Michael Knowling review the 8 most talked about retirement industry topics.
Tag: retirement plan investing
“[When] investors commit to consistent investment regimes, investor returns are strong and the gaps are often positive," Morningstar says.
A review found that a bill allowing employees who participate in the state’s individual account plan to select their own investments would violate the state’s legal and fiduciary standards.
Franklin Templeton expands ETF lineup with three additional funds; ABG and Russell partner on managed account program; and more.
When constructing their own retirement portfolio, about 10% of participants still hold extreme allocations—either 0% or 100% equities.
Plaintiffs allege the firm added poorly performing proprietary mutual funds to their plan.
Retirement plan participants in advised SDBAs displayed a more diversified asset allocation mix and had a lower concentration of assets in particular securities than those in non-advised accounts.
E*TRADE says its study suggests Millennials are more focused on investing for retirement than many think.
However, a MassMutual study finds this group can use more education about other retirement planning issues.
In partnership with AllianceBernstein and Personal Capital, WealthSpark’s investment recommendations are based on up to 18 individualized data points cultivated through Personal Capital’s technology.
The complaint says that instead of offering a stable value fund in its 401(k) plan, American Airlines offered the AA Credit Union Fund, which yielded “tremendously” poor returns throughout the relevant time period.
The report creates a watch list of investment managers that invest millions of dollars in companies that make assault weapons.
In a new Field Assistance Bulletin, the DOL clarifies how ESG investment considerations should be made under ERISA if ESG policies are included in investment policy statements and when choosing QDIAs.
The lawsuit alleges investment firms sold investments to KRS that were “extremely high-risk” and produced “excessive fees, poor returns and ultimately, losses.”
“Portfolio managers and their trading desks primarily choose [investment] instruments based solely on personal experience rather than through an analytical process,” says Kevin McPartland, with Greenwich Associates.
Taking a look at the cumulative average account balance changes for consistent 401(k) participants among the full universe of the EBRI/Investment Company Institute (ICI) database, the recent drops are minor in comparison.
Nearly six in ten pre-retirees and 32% of retirees describe their primary investment strategy as focused on either “aggressive growth” or “moderate growth;” a MassMutual survey finds.
The appellate court found no evidence that the CVS retirement plan’s stable value fund departed radically from the investment standards and logic of stable value funds.
AlphaCore launches risk factor analytics tool, and Franklin Resources adds to fixed income team.