401(k) Participant Trading Returned to Normal in November
Most 401(k) trading in the month favored fixed income investments.
Tag: Stable Value Funds
Some Plan Design Choices Could Undermine Participant Outcomes
Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...
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Investment Product and Service Launches
The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF.
Stable Value Funds Expected to Prevail Despite Short-Term Interest Rates
While money market funds may look more appealing in the short run, this is not expected to last.
401(k) Participants Mostly Stayed Put in Investments in July
Among those who did trade, the majority put assets into fixed income vehicles.
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Investment Product and Service Launches
Vanguard expands commission-free ETF transactions; MassMutual and T. Rowe Price create TDF collaboration; Johnson Investment Counsel adds Charles River as...
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Investment Products and Services Launches
Transamerica launches Stable Value account for retirement plans; Fidelity offers third ESG investing option; Vanguard ESG ETFs to commence trading...
401(k) Investors Moved into Fixed Income in April
In light of the market volatility, they fled from equities
Motion for Class Certification Filed in American Airlines Stable Value Fund Suit
The complaint says that instead of offering a stable value fund in its 401(k) plan, American Airlines offered the AA...
Appellate Court Affirms Dismissal of CVS Stable Value Fund Suit
The appellate court found no evidence that the CVS retirement plan’s stable value fund departed radically from the investment standards...
Court Affirms Dismissal of Fidelity Stable Value Fund Suit
The 1st U.S. Circuit Court of Appeals found that Fidelity’s decision to obtain more secure wrap coverage for the stable...
Litigation Cautions Plan Sponsors to Evaluate Stable Value Funds
An analysis from Mayer Brown LLP attorneys offers helpful guidance for retirement plan fiduciaries thinking about making changes to their...
Great-West Wins Suit Over Key Guaranteed Portfolio Fund
A judge ultimately found that Great-West Life & Annuity Insurance Company was not a fiduciary with respect to the fund...
MetLife Finds Move Away From Money Market Funds in DC Plans
Fifty-two percent of defined contribution retirement plan sponsors offer money market funds as capital preservation options, down from 62% in...
Class Representatives Say J.P. Morgan Lawsuit Settlement Is Not Enough
Last month, J.P. Morgan agreed to pay $75 million to settle litigation accusing it of investing stable value funds in...
SIFMA Urges Court to Affirm Decision in Fidelity Stable Value Fund Suit
The association argues that plaintiffs’ claims rely on hindsight, ask Fidelity to “follow the herd” and imply Fidelity should not...
J.P. Morgan Agrees to Settle Stable Value Funds Suit
The firm has agreed to pay $75 million to settle litigation brought by multiple retirement plan participants alleging J.P. Morgan...
August Uptick in Trading Favors Fixed Income
The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market...
Company Stock, Stable Value Funds Lose Participant Assets in May and June
Both May and June were light trading months for 401(k) participants, but when they did trade, they favored equities.
ERISA Suit Challenging Voya Stable Value Funds Rejected
The lawsuit unsuccessfully alleged Voya does not disclose to its retirement plan clients and their respective participants the amount of...