Search results for: volatility
PANC 2020: Virtual One-on-Ones, How Workplace Retirement Advice Is Changing
Advisers discussed their strategies for reaching retirement plan participants, the technology they use and the pros and cons of the new virtual environment.
DB Plan Investment Provider and Investment Adviser Sued Over Market Losses
The Blue Cross and Blue Shield Association National Employee Benefits Committee says if the investment strategy of certain funds had been followed, they wouldn't have lost as much...
PANC 2020: Is It Time to Re-evaluate TDFs?
There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented...
More Sutter Health 403(b) Plan Participants Challenge Plan Investments
As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.
Investment Product and Service Launches
MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with Visual Capitalist on data visualization platform; and more.
Market Observers Mixed on Where Stocks Go From Here
While the S&P 500 has recovered all its losses from the first quarter plunge, the comeback hasn’t been equal across all sectors. What comes next is anyone's guess.
Majority of People Prioritize Retirement Saving Over Being Debt-Free
A Voya survey also found that 54% of employed Americans plan to work in retirement as a result of COVID-19.
Fund Argues Court Decision Shields PE Firms From Multiemployer Plan Withdrawal Liability
The New England Teamsters and Trucking Industry Pension Fund, in its long-running legal attempt to collect withdrawal liability, has filed a petition with the U.S. Supreme Court.
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.
Cover Story
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors.
Practice Management
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients.
15th Anniversary of RPAY: James Worrell
James Worrell has seen his team expand with more members, assets under management and a new service model since he won the Retirement Plan Adviser of the Year...
SEC Staff: COVID-19 Creates New Compliance Considerations
Market volatility related to COVID-19 may have heightened the risk of misconduct in various areas that the SEC staff believes merit additional attention from advisers and compliance professionals.
Nearly Two-Thirds of Americans Don’t Have Emergency Savings to Last Six Months
More than half of Americans are earning half or less than half of their pre-pandemic income, and 31% have lost their entire income, a FlexJobs and Prudential survey...
John Hancock to Waive Recordkeeping Fees in Q121
The break will apply to 401(k) plans that sign up with the company between August 1 and December 31, 2020.
Nationwide to Waive Fees for Eligible Retirement Plans
The goal is to help sponsors address COVID-19’s impact.
Edward Jones and Age Wave Examine New Retirement Concerns
Financial advisers have a large impact on how confident older workers are during retirement.
‘Super Savers’ Remain Confident Despite COVID-19 Market Volatility
But those who fall short on saving are experiencing financial stress.
Market Risk Remains Participants’ Biggest Concern
American Century surveyed retirement plan participants at the outset of the pandemic, when market volatility was extreme.