Sponsors Search for New Strategies to Shrink Plan Costs
Recordkeepers widely identify “reducing plan administration costs” and “maximizing participant savings” as the top two priorities for defined contribution plan...
Tag: Investments
Advisers Find New Ways to Deliver Active Management
Cerulli’s research shows more than half of advisers create customized investment portfolios on a client-by-client basis, while 42% start with...
Participant Says ‘Large Plan’ Failed to Negotiate Better Fees
An excessive fee lawsuit has been filed against fiduciaries of the Novitex Enterprise Solutions Retirement Savings Plan, a 401(k) plan...
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Fee Checker Tool Gauges Plan Costs’ Impact on Savings
The tool leverages a 401(k) database to hone in on the often complex fee structure associated with retirement plans.
Millennials Face Same Gender Challenges As Older Generations
Among Millennials, women are making less income and saving less for retirement, Wells Fargo Asset Management finds.
White Labeled Funds Attract More Plan Sponsors
Willis Towers Watson makes the case for white label funds in a new paper.
TDFs Outperformed Typical DC Investor Since 2006
The Callan DC Index also shows nearly three-fourths of DC plan account balance growth has been due to investment performance.
How More Retirees Could Affect Investment Returns
The CRR explores various ways investment returns and Social Security could be affected by an aging population.
BB&T Self-Dealing Suit Gets Class Certification
A court certified a class in the consolidated lawsuit after first rejecting BB&T’s arguments that the class did not meet...
Court Moves Forward Few Claims in NYU 403(b) Plans Case
A federal court judge found most claims were not plausibly alleged by the plaintiffs.
Should Retirement Investors Shun Equity?
A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but...
Tibble vs. Edison Plaintiffs Win the Latest Decision in District Court
A new ruling has emerged in the long-running case, applying instructions from the Supreme Court and the 9th Circuit to...
DC Participant Investment Trading Dives in July
The month recorded the lowest trading volumes among DC plan participants since April 2012, Alight Solutions says.
Search for Yield in TDFs Can Leave Older Investors Over Exposed
Greater exposure to higher-yielding corporate bonds can notably dampen a fixed-income allocation’s diversification benefits to equity investments.
How Two Generations of 20-Somethings Invest Differently for Retirement
401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty...
Record Balances May Skew DC Accounts Towards Equity
Fidelity found that fully 40% of those who managed their own account had a stock allocation in their 401(k) that...
Court Orders American Century to Produce Reports for Self-Dealing Suit
American Century must produce profitability, expense and performance reports created under provisions of the Investment Company Act for all the...
Investor Demand Reshapes Active Fund Marketplace
One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the...
How Hybrid QDIAs Could Be Beneficial to Participants
Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC...