A Researcher's Argument Against TDFs
Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be...
Tag: Investments
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Nationwide Adds Managed Account Monitoring to Fiduciary Services
Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC.
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JPM Unveils SmartRetirement R6 Shares
J.P. Morgan Asset Management said it will offer R6 share classes of the J.P. Morgan SmartRetirement Mutual Fund series of...
The Case for Real Estate in DC Plans
Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility...
CalPERS Receives $249M from Bank of America Settlement
The California Public Employees’ Retirement System (CalPERS) has received $249.3 million in damages from Bank of America.
Benefits |
Living Costs Hinder Focus on Retirement Saving
October 30, 2014 (PLANSPONSOR.com) – Three-quarters of Americans say it is hard to keep up with bills and save for...
Attorney Explains TDF Annuity Rule
October 29, 2014 (PLANSPONSOR.com) – What does the new guidance about annuity investments in target-date funds (TDFs) mean for retirement...
Industry Groups Endorse In-Plan Annuity Guidance
October 27, 2014 (PLANSPONSOR.com) – Recent guidance from the Internal Revenue Service and the Department of the Treasury on in-plan...
Guidance Issued for Including Annuities in TDFs
October 24, 2014 (PLANSPONSOR.com) – The Department of the Treasury and the Internal Revenue Service have issued guidance designed to...
Opinions |
Can Plan Sponsors Be Smarter About Smart Beta?
October 24, 2014 (PLANSPONSOR.com) - Smart beta is fast becoming a popular approach for providing retirement plan investors with a...
LGIMA Expands U.S. Index Team with Two U.K. Members
October 23, 2014 (PLANSPONSOR.com) - Drew Miyawaki and Aodhagan Byrne, both members of the U.K. operations of Legal & General...
DC Participants Get Jumpy on Equity Holdings
October 20, 2014 (PLANSPONSOR.com) – After an especially quiet nine-month start for 2014, the first half of October saw a...
Opinions |
Low Beta Portfolios: What Could Possibly Go Wrong?
October 17, 2014 (PLANSPONSOR.com) - There is now substantial research to document the existence of the so-called low volatility anomaly.
No Strong Participant Reaction to Market Swings
October 15, 2014 (PLANSPONSOR.com) – While all of the major asset classes suffered losses during the month of September, Aon...
Benefits |
A Well-Drafted IPS Can Protect Against Litigation
October 14, 2014 (PLANSPONSOR.com) - With the U.S. Supreme Court set to review a case about retirement plan investment selection,...
Opinions |
To Choose or Not to Choose; That Is the Question
October 14, 2014 (PLANSPONSOR.com) - The transition from defined benefit retirement plans to a retirement plan landscape in which employees...
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ADP Adds Brokerage Account Option to Retirement Platform
October 14, 2014 (PLANSPONSOR.com) - ADP Retirement Services is providing plan sponsors with a self-directed brokerage account (SDBA) option they...
Listed Equity REITs Have Been a Boost for Pensions
October 14, 2014 (PLANSPONSOR.com) – Performance data from more than 300 U.S. pension funds show listed equity real estate investment...
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Americans Not Investing Properly for the Long Term
October 14, 2014 (PLANSPONSOR.com) – Investors of all ages have an improper allocation to equities in their portfolios, a new...
TIAA-CREF Endowment Management Business Names CEO
October 13, 2014 (PLANSPONSOR.com) – Covariance Capital Management appointed Kevin Nee as chief executive officer.