The Role DC Plan Investment Menus Play in Participant Savings
Do managed accounts or larger investment menus encourage participants to add more to their DC plans?
Tag: retirement plan investing
DB Plan Sponsors Focused on Cost and Funded Status Concerns
They are lengthening bond durations and increasing liability-hedging fixed income allocations, a Vanguard survey found.
Will Tech Innovation Break the Business Cycle?
Suggesting ways investors can address the lower-growth outlook, senior leaders at J.P. Morgan point to the alternative investments and private...
Plaintiffs Left With Only One Claim in CenturyLink ERISA Case
CenturyLink seems to be off the hook regarding a specific fund offered in its 401(k), but its investment management company...
Goldman Sachs Accused of Self-Dealing in 401(k) Plan
Among other things, the lawsuit says Goldman Sachs did not prudently use revenue-sharing payments.
Report Examines Links Between TDF Quality and Market Share
A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in...
Understanding of Fixed Income Investments Needed Now More Than Ever
Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing...
Law Firm Confirms SEC Examination of 403(b) Plan Investment Practices
A client alert says the SEC has sent letters to companies that administer 403(b) and 457 retirement plans asking for...
Allina Health System Reaches Agreement in Lawsuit Regarding Plans’ Investments
The original complaint said a provider was allowed to add any mutual fund it wished, “regardless of whether the funds...
CareerBuilder Sued Over Excessive Fees for 401(k)
The complaint strongly points to revenue sharing payments between the plan and its recordkeepers and investment adviser, and says the...
Considerations for Offering SDBAs in Retirement Plans
A report from Schwab found self-directed brokerage accounts can result in good outcomes, but a brokerage window is not for...
Understanding Behavior Biases Can Help Plan Sponsors With Investing Communications
Advisers say being easily influenced by recent news is the No. 1 investor misstep, a survey found.
Avoid Pitfalls to Properly Replacing DC Plan Investments
An analysis found monitoring DC plan investment menus and making necessary changes results in better performance, and researchers have followed...
Spooked Participants Flee Into Inflated Fixed-Income
When equity markets become volatile, retirement plan trading activity spikes towards fixed-income.
Retirement Investors Should Take a Look at International Equities
“For investors with long-term time horizons, international equity markets offer diversification and present a meaningful opportunity," says Nigel Bliss, with...
Opinions |
Barry’s Pickings: Meaning for DC Plan Participants of Decreases in Interest Rates
Michael Barry, president of O3 Plan Advisory Services LLC, explains how, in the long run, decreases in interest rates drive...
Mixed TDF Investors’ ‘Sophistication’ May Be Hurting Them
Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more...
Market Volatility Not the Only Risk for Pre-Retirees and Retirees
Yet, aside from keeping themselves healthy, they need to realize that with increasing longevity, retirees are no longer considered short-term...
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...
Plan Sponsors Making Plan Changes to Help Employees Save More
They are turning to plan advisers for help with making plan design and investment changes.