March 10, 2017
JP Morgan 401(k) Target of Third ERISA Challenge
All three lawsuits filed in New York district court argue the company improperly favored its own investment options within the retirement plan offered to workers; the firm flatly denies the underlying allegations.
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Economic and Infrastructure Debate Presents Opportunity
Analysts suggest infrastructure investments already have been doing fairly well in recent years despite heightened market volatility.
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Investor Understanding of Liquid Alternatives Remains Low
Research from Cerulli Associates warns consumers broadly do not understand liquid alternative investments—what they are made of or how they are supposed to function.
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Vanguard TDFs Were the Best Sellers in 2016
Investors added $96 billion to the portfolios, giving Vanguard a 34% market share.
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MOST READ ARTICLES
1
COMPLIANCE
Putnam Wins Suit Over Proprietary Funds in 401k
2
COMPLIANCE
Merrill Lynch Reaches Tentative Settlement in ERISA Suit
3
MAGAZINE
Power Stance
4
RESEARCH
2017 PLANADVISER DCIO Survey
SPONSORED MESSAGE FROM OPPENHEIMERFUNDS
Looking Under the Hood—Evaluating Target Date Funds
Plan sponsors are charged with an ongoing fiduciary responsibility to evaluate and select investment options that are appropriate for their retirement plan participants.
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Employees Using ESPPs Wisely, Fidelity Says
The investment firm says that employee stock purchase programs (ESPPs) can significantly boost workers’ savings.
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401(k) Plan Trading Low for February
Aon Hewitt finds that trading among investors in DC plans during February was the lowest it has been in months.
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Investment Products and Service Launches
Voya Launches Retirement Planning Suite; Schwab Partners with eShares; and USAA Deploys Military Retirement Comparison Tool.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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