Tag: SRI

Products May 4th, 2018

New Platform Offers Biblically Responsible Investment Options

From Beacon Wealth Consultants, it is called the LightPoint Kingdom(k) retirement plan.

Investing March 2nd, 2018

Connecticut State Treasurer Makes Compelling Case for ESG

An open letter penned by Connecticut State Treasurer Denise Nappier presents an articulate defense and endorsement of ESG investing programs—in this case suggesting divestment from gun manufacturers may be in the best long-term financial interest of the state’s pensioners and other stakeholders.

Products October 12th, 2017

Investment Products and Services Launches

Columbia Threadneedle Premieres Strategic Beta ETF; and Change Finance Launches New Sustainable Investing ETF.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Plan Design Can Lead to More Successful Retirement Outcomes

An Interview with Roberta Rafaloff, VP of Institutional Income Annuities at MetLife

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Key Factors In Choosing a Target Date Fund

An Interview with Gene Huxhold of John Hancock Investments

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Employees Looking to Their Employers to Help Create Retirement Income

An Interview with Roberta Rafaloff, VP of Institutional Income Annuities at MetLife

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Financial Wellness Trends

Recently PLANSPONSOR's Editor-in-Chief, Alison Cooke Mintzer sat down with Adam Hills Senior VP of institutional Managment at Ayco to discuss financial wellness trends.

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Responsibility for a Secure Retirement Rests with Employees

An Interview with Roberta Rafaloff, VP of Institutional Income Annuities at MetLife

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Differentiating Glide Path Strategies

An Interview with Gene Huxhold of John Hancock Investments

MARKET MIRROR

Yesterday, the Dow lost 125.44 points (0.50%) to finish at 25,187.70, the NASDAQ was down 19.40 points (0.25%) at 7,819.71, and the S&P 500 decreased 11.35 points (0.40%) to 2,821.93. The Russell 2000 fell 11.49 points (0.68%) to 1,675.32, and the Wilshire 5000 closed 137.98 points (0.47%) lower at 29,428.86.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.875%. The price of the 30-year Treasury bond decreased 9/32, bringing its yield up to 3.046%.

Industry White Papers

Getting Ahead of the Curve Digital advice platforms can help younger workers save for retirement
Tight Spreads Shouldn't Diminish High Yield's Appeal Despite tight credit spreads, Artisan Partners Credit Team believes the benign credit backdrop of strong economic momentum and low default activity should create a favorable environment for high yield investors going forward.
How mid-size companies can create an ideal DC plan By closely considering five key areas, mid-size companies can mold their DC plan into ideal one.
Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes New research: Actions you can take to help meet the changing retirement income needs of your clients
Automatic Rollovers: From Footnote to Fiduciary Best Practice Learn how automatic rollovers have evolved, and how they will impact retirement plans in the future.

Tag: SRI

New Platform Offers Biblically Responsible Investment Options

Connecticut State Treasurer Makes Compelling Case for ESG

Investment Products and Services Launches

Employee Debt Linked to Lower Work Productivity

All 403(b) Plan Sponsors Should Focus on Document Remedial Amendment Period

Educational Resources Can Increase Employees’ Retirement Confidence

ERIC Calls Foul in DOL’s Missing Participant Push

Lincoln Introduces Financial Wellness Tool