Future Trends in CIT Product Development
Although collective investment trusts hold a fraction of the total assets in retirement plans, with ongoing changes in the broader...
The Markets
More Employers Including ESG Investments in Executive Compensation, Retirement Programs
Surveys find plan sponsors and participants have a growing interest in environmental, social and governance issues.
401(k) Participants Barely Touched Accounts in July
However, the movement from equities to fixed income continues, according to the Alight Solutions 401(k) Index.
Segal Leaders Perplexed Over Treasury’s Benefit Cut Rejections
A law passed in 2014 allows stressed union pensions to reduce benefits in order to prevent insolvency, subject to approval...
Commercial Real Estate in Question as Remote Work Continues
However, real estate investment trusts are still seen as a good investment diversifier for 401(k) participants.
CARES Act Withdrawals From TSP Averaged $26,270
The nearly 4,000 withdrawals totaled almost $100 million.
Market Risk Remains Participants’ Biggest Concern
American Century surveyed retirement plan participants at the outset of the pandemic, when market volatility was extreme.
Many Project Mild Interest in Private Equity Among DC Plans
The broad trend of fiduciaries pursuing the lowest cost passively managed investment options will likely temper plans sponsors’ interest in...
Doll Says Recession Will Be Deepest Since WWII
But the chief equity strategist at Nuveen expects it to be short-lived.
COVID-19: Changing Portfolio Management Forever
In a preview of our upcoming print edition, three large target-date fund managers weigh in on the current market—and what...
Managers See Stocks Buoyed by Stimulus
They warn that there could be a market pullback when second-quarter earnings start being reported and that the coronavirus’ legacy...
A Bad Time to Stretch for Yield
We were already in a new normal of very low interest rates before the coronavirus pandemic struck. It now seems...
401(k) Trading Ticked Upward in June
Investors continue to favor fixed income, according to the Alight Solutions 401(k) Index.
Be Prepared for a Potentially Wild Third Quarter
After falling precipitously in the first quarter, the S&P 500 Index added 20% during the second, making for the best quarter since 1998 and the best second quarter...
Consider How CITs Can Fit Into Your Practice
Collective investment trusts (CITs) can help clients address fee pressures, support an increased focus on fiduciary obligations, provide a means to build white-labeled investments and more.
Should Fixed Income Come First in Glide Path Discussions?
The equity side of the portfolio tends to get a lot of air time, but experts agree that a more balanced approach should increase the likelihood of participants...
Some Parties Question PE’s Role in DC Plans
It is common to hear that private equity (PE) has been the best performing asset class in recent years for institutional investors, but a new academic analysis challenges...
Economic Murkiness Won’t Soon Dissipate
One economist says there is so much noise in the data that it’s hard to assess where we are right now, let alone where things are going from...
Remember the Real Role of Stable Value
The annualized return from 2000 to 2020 is 4.22% for stable value and 5.25% for stocks. One might expect the...
Tempered Interest in Custom TDF Market Belies Big Opportunities
Experts say the typical off-the-shelf target-date fund (TDF) isn’t as diversified as what could be created under a custom implementation.