Tag: retirement plan investing

Investment Product and Service Launches

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

Retirement Planning Isn’t Just About Saving

During National Retirement Security Week, industry sources remind plan sponsors that education should include all factors in the realm of retirement planning.

Investment Product and Service Launches

PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators. 

Fidelity Faces Another 401(k) Self-Dealing Lawsuit

The lawsuit not only calls out Fidelity’s use of all proprietary funds in its 401(k) investment lineup, but also accuses it of not negotiating for revenue sharing rebates, not using the lowest-cost share classes, not investigating alternative investment vehicles and not evaluating stable value fund options when its money market funds poorly performed.

U.S. Institutional Investors Changing Views of ESG Investing

A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha and risk mitigation, and more institutional investors overall said incorporating ESG factors into their investment approach is part of their fiduciary duty.