How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
Tag: Performance
Helping Participants Brace for Market Volatility
The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.
Verizon Landline Spinoff Company Frontier Faces Stock Drop Litigation
The lawsuit seems keenly aware of the poor record other such complaints have had in federal court since the crucial Supreme Court ruling in Fifth-Third vs. Dudenhoeffer—focusing its...
Northern Trust Outlines Relatively Rosy Five-Year Market Outlook
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
When HR and Finance Get Together, DC Plan Results Follow
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework...
Bull and Bear Market Fundamentals for Participants
All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term...
Strong One-Year Performance Posted by Pensions
Continuing the trend from the first quarter, corporate retirement funds and health care plans lagged during Q2 2018, according to BNY Mellon data.
Investors Consider Fund Fees When Making Purchases
Forty percent say this information is “very important” when selecting a mutual fund, ICI found in a survey.
Fi360 Sees More Interest from Wealth Advisers
Previewing two new Fiduciary Focus Toolkit reports that help plan advisers optimize their workflow, Fi360’s product strategy leader pointed to increased interest in fiduciary support among traditionally wealth-focused...
Allergan Wins Stock Drop Suit Dismissal, Echoing Key SCOTUS Decision
Under the paradigm created by the Supreme Court’s ruling in a case known as Fifth-Third v. Dudenhoeffer, plaintiffs continue to have difficulty proving standing in ERISA stock drop...
ESG Fund Performance Goes Under Cerulli’s Microscope
As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli...
Investors in U.S. Equity Funds Earned 8.32% a Year Over the Past Decade
This compares to 8.93% for the average fund, making a shortfall of 0.61 percentage points, Morningstar says.
An Uncommon Argument Against Greater Savings
In a frank conversation with PLANADVISER, Andrew Biggs points to some common misconceptions about retirement income replacement among lower income groups.
J.P. Morgan Retirement Leader Examines Sequence of Returns Risk in TDF Context
The latest though leadership from the firm asks an increasingly important question: “What should the TDF glide path look like as participants move from accumulating asset balances to...
Smart Beta Demand Favors Multi-Factor Approach
Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has...
‘Dilution’ Can Derail Outperformance in Institutional Factor-Based Portfolios
In conversation with PLANADVISER, Northern Trust Asset Management’s head of quantitative research steps through some of the pros and cons of using factor-based portfolios and so called smart-beta...
2018 Plan Sponsor of the Year Winners
Get to know the winners of the 2018 Plan Sponsor of the Year awards; their stories can help your retirement plan clients generate new ideas and embrace progressive...
Trust in Social Security Falters in 2018 Planning & Progress Study
About one in three Americans have less than $5,000 in retirement savings, and one in five have no individual private retirement savings at all, according to a new...
Pension Plans Need Help Crafting and Executing De-Risking Strategies
By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...
Personal Touch Matters in 3(38) Fiduciary Marketplace
The demand for 3(38) investment manager search support and monitoring has moved up market into the range of plans with billions of dollars in assets; smaller plans are seeking cost...