Even in very mission-driven organizations, there is enough diversity of opinion to make consensus on how to define environmental and social responsibility quite difficult.
QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas about their construction going forward.
Long a challenge associated with pensions, defined contribution plan investors find themselves grappling with the challenges of interest rate risk amid the coronavirus pandemic.
Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and TDF providers now.
First quarter performance data shows well designed defined contribution retirement plans are doing a decent job at protecting the savings of working Americans relative to retail brokerage accounts.
“Rather than panic and act on their emotions, the vast majority of participants allowed their DC plans to do the job they were meant to do,” says Katherine...
‘To ensure access to invested monies for shareholders across the country,’ ICI’s president asks the Board of Governors to consider mutual funds and their providers for exemptions to...
Hopefully participants closest to retirement are conservatively invested, but either way, the message from retirement plan sponsors should be the same—stay the course with investments.
DC plan sponsors have several items in their toolbox to help participants create a diversified portfolio that includes exposure to equities in line with their risk tolerance.
This significant bout of negative market volatility, coming as it does on the heels of the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act,...