Tag: Open-Ended Funds

Compliance

September 14th, 2023

Swing Pricing Proposal on Shaky Ground as Bipartisan Opposition Solidifies

Of all the SEC proposals facing pushback, the swing pricing proposal for mutual funds is taking the most heat from...

Compliance

February 15th, 2023

Retirement Industry Pushes Back on SEC Swing Pricing Proposal

Industry groups filed arguments saying the proposal, intended to put greater burden on “first mover” traders of open-ended funds, would...

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management