PANC2017: Improving Plan Design for Retiring Participants
Participants age 50 and older need more personalized advice, advisers say.
Tag: Performance
PANC 2017: Maximizing the Workplace Savings System
Retirement plan advisers are in a unique position to help working Americans build wealth and a sense of security and dignity when it comes to thinking about long-term...
Investor Optimism Surges, Must Be Proactively Managed
Investors are not good at predicting market corrections big or small—but that doesn’t mean they can’t take concerted action to prepare for tougher times.
Data from Cerulli Shows Boutique Consultants Focused on Mid-Market
“The midsized plan asset segment is representative of the DC market segment in which the boutique DC consultant is most prevalent and growing its marketshare,” Cerulli reports.
CITs in DC Plans Quickly Becoming the Norm
Many asset managers describe 2017 as a “tipping point” for collective investment trust flows from DC plans, according to a new analysis from Cerulli Associates.
Beyond (k)
2017 PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firm
research
2017 PLANSPONSOR Target-Date Fund Buyer’s Guide
Our guide to the size, scope and design of target-date options
investment-oriented
Annuities in DC Plans
Advisers can overcome plan sponsor—and participant—reservations
Advisers Seek Next Generation Active Investment Packaging
“Distribution of standalone product has become more competitive in the wake of commoditization and platform consolidation,” according to a new analysis from Cerulli Associates.
trendspotting
Benchmarking Managed Accounts
Some experts say they should be measured against individuals' goals
DST Systems and Ruane Advisory Named in ERISA Suit
Defendants pursued an “exceptionally imprudent investment strategy” with respect to a significant portion of the DST System retirement plan’s assets, plaintiffs claim, resulting in up to $100 million...
Callan DC Index Shows Strongest Yearly Gains Since 2006
The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year.
Many Advisory Firms Centralizing Portfolio Construction
They are finding this results in better performance and reduced litigation risk.
Strategic Beta ETFs Among Fasting Growing Asset Classes
An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of...
Academic Paper Finds Treasuries Outperform Many Equity Investments
A researcher from Arizona State University describes some surprising research findings that show many long-term equity investments fail to outperform short-term Treasuries.
Actively Managed Funds Fail to Beat Benchmarks
Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.
Actuaries Question Efficacy of Pension Funding Notices
Experts with the American Academy of Actuaries argue the Annual Funding Notice process required of pension plans under ERISA Section 101(f) is “an example of a good idea...
False Sense of Security Surrounds Active Fixed-Income Allocations
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near...
Corporate Funds Post Highest Returns Among Institutional Investors in Q2 2017
Corporate funds saw a quarterly gain of 3.13%, compared to a median return of 2.88% for all plan types, according to the Wilshire TUCS.