Tag: Mutual Funds

ERISA requires plan sponsors to regularly monitor investment lineups to ensure they remain prudent—a task made more complicated by the...

Invesco launches Peak Retirement Target-Date Fund Series, and Efficient Advisors launches mutual fund partnership with Dimensional.

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

Brokers serving retirement plans and other institutional investors were accused of routing orders for equities to an offshore affiliate in...

“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning...

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

Along with non-monetary relief, Allianz will pay $12 million into a common fund for the benefit of class members, to...

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research. 

Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected...

Drawing on a number of recent decisions, the district court ruled the plaintiffs did not adequately describe how the offering...

However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.

With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.

Swerdlin & Company integrates Stadion Storyline; Vanguard offers first U.S. actively managed ETF suite; and AAM enters U.S. ETF market...

Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.

State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage...

American Century reorganizes income fund; Nuveen releases ESG U.S. Aggregate Bond ETF; Voya enhances ETF model; and more.

The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.

There are potential compliance problems in the works if regulators don't grasp the key differences involved in sub-TA fees and...