Search results for: volatility
15th Anniversary of RPAY: Mike Goss and Fiduciary Investment Advisors
The firm has grown tremendously since it was recognized as the Retirement Plan Adviser Team of the Year in 2009, and it recently underwent a significant merger.
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 comes next.
15th Anniversary of RPAY: John Barry
One difference between now and 2008 in terms of running an advisory practice is the “technology dividend,” says John Barry, that year’s winner of the PLANSPONSOR Retirement Plan...
Investment Product and Service Launches
RobustWealth launches adviser-centered solution; Franklin Templeton adds fixed-income ETF offering; OneAmerica releases RetirementTrack target-date series; and more.
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 even less likely that the old rate regime...
Investment Product and Service Launches
Iron Financial approves Stadion managed account on Nationwide platform; ISS ESG expands Solactive index series; and more.
Equity Compensation Considerations
The need for education and advice about equity compensation is abundantly clear.
Financial Consequences of COVID-19 Differ Across Generations
Tailored financial advice is now more vital than ever for participants at all stages of the retirement savings journey, experts say.
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...
Lawsuit Says Plan Participants Shorted on Distributions During Coronavirus
A special valuation was processed before three terminated participants were given distributions of their 401(k) plan accounts.
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 difference to be greater.
PAi Enhances Small Market 401(k) Plan Solution
Enhancements include a new investment option from Principal Global Investors geared to minimize market risk by leveraging fixed income investment options that provide a guaranteed crediting rate.
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.
Mergers and Acquisitions Hit Hard by COVID-19
Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.