Investing

ERISA requires plan sponsors to regularly monitor investment lineups to ensure they remain prudent—a task made more complicated by the multi-layered construction of target-date funds; a new paper...

Common sources of plan sponsor and participant concern with managed accounts include cost concerns, lack of participant understanding, and lack of qualified default investment alternative status unless only options...

The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median one-year gain for all plan types of 14.72%.

Voya Investment Management has pledged to adopt six basic principles to promote and support the use of environmental, social and governance investing programs.

Fidelity confirms that it will soon begin charging a 0.05% fee on assets invested through its platform into Vanguard products.

About a third of participants across Millennials, Generation X, and Baby Boomers who self-manage the investment of their plan accounts are more conservative than a typical target-date fund...

Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity fund options being added to DC plan menus—and...

Institutional investors with less than $1 billion in assets paid 65% more for investment management than medium-size funds ($1 billion to $10 billion in assets) and 91% more...

Callan says this is partly due to multiple years of investor education around ESG coming to fruition.

The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional investors, small and large issuers, trading venues, dealers,...

“Saving more is the most obvious and effective way to improve retirement outcomes," J.P. Morgan experts say.

Among tips Mercer suggests is evaluating litigation vulnerability at a time when lawsuits against higher education 403(b) plan sponsors are higher than ever.

“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning to 2018 we can be quite optimistic once...

An analysis from Mayer Brown LLP attorneys offers helpful guidance for retirement plan fiduciaries thinking about making changes to their stable value or money market funds in 2018.

Recent discussion among Federal Reserve Board members has brought into question the transitory nature of the current lower level of inflation, says Matt Toms, Voya Investment Management’s chief...

“Investors could benefit enormously from a compact and timely disclosure document that they actually look at and understand,” said SEC Commissioner Kara Stein.