Lawsuit Over TDFs Names Provider as Defendant
Participants in the CHS/Community Health Systems, Inc. Retirement Savings Plan have filed a lawsuit against the company, its retirement plan...
Tag: retirement plan investing
Transamerica Unable to Dodge ERISA Suit
A federal court judge refused to dismiss the case, finding that the new claim was not a released claim in...
Education and Transparency Two Issues for CIT Use in DC Plans
Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby...
Litigators Share What They Investigate for Filing TDF Lawsuits
A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans, and...
Participants’ Posture on ESG Investing Not Showing in Retirement Plans
The sentiment for ESG investing is positive among all generations though their actions in retirement plans don’t show it. How...
Products |
Investment Product and Service Launches
Northern Trust enhances securities lending offering; Global X adds ETF suite to Model Market Center; and Cohen & Steers makes...
403(b) Plan Sponsors Have Taken Steps to Prepare for Market Volatility
An analysis from the 2019 BlackRock DC Pulse survey compares investment preferences of 403(b) and 401(k) plan sponsors and also...
Walgreen 401(k) Participants Seek $300M in Lawsuit Over TDF Mismanagement
The complaint says the target-date funds used in the plan and as the designated default investment were underperforming from the...
Explaining the ‘New Normal’ for Interest Rates
"The new normal for interest rates simply means that retirement investors have to take more risk,” says Steve Foresti, CIO...
Products |
Investment Product and Service Launches
Northern Trust builds portfolio analytics tool; Transamerica lowers multiple investment fund fees; Mesirow Financial issues U.S. small cap sustainability vehicle;...
Court Moves Forward Suit Over Plans’ Use of Retail Funds
The court decision in Lutz v. Kaleida Health reviews what it takes to be a retirement plan fiduciary and acknowledges...
An Investing Strategy to Improve Church and Public DB Plan Funding
Currently church and public defined benefit (DB) plans focus more on returns, and their funded status is lower than for...
SEI Investments Agrees to Settle ERISA Self-Dealing Suit
In addition to a $6.8 million payment, defendants in the lawsuit agreed to certain procedures for plan management, including that...
Opinions |
Volatility and TDFs: The Good, the Bad and the Unintended
John Greves, Natallia Yazhova and Jake Gilliam, with Charles Schwab, discuss volatility as it relates to target-date funds (TDFs) and...
Plan Sponsor Investment Considerations for Second Half of 2019
Defined benefit (DB) and defined contribution (DC) plan sponsors are expected to have to navigate a more volatile market environment...
Use of Index Funds in 401(k)s Increasing
The use of index funds by plans in the BrightScope Defined Contribution Plan Database increased from 79% of plans and...
The Importance of Rebalancing DC Plan Portfolios
Once they select the proper asset allocation for their retirement savings, defined contribution (DC) plan participants need to be prodded...
Alternative Assets Can Help With Derisking DB Plans
A Cerulli Associates report explains how different alternative investments can help a derisking defined benefit (DB) plan with liability hedging...
Products |
Investment Product and Service Launches
Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis.
DC Plan Investors Challenged by Financial Illiteracy
Researchers argue that financial illiteracy impedes plan participants’ ability to determine how to invest their savings, and propose mandated employer-provided...