The Markets June 17th, 2022 Volatility, Inflation and Stagflation Concerns in Context To understand what may come next during a turbulent period in the markets and the global economy, experts consider the...
The Markets June 9th, 2022 In Many Ways, ESG Is Nothing New While often spoken about as a new or emerging phenomenon, the practice of building portfolios that address environmental, social and...
The Markets June 3rd, 2022 401(k) Investors Still Cautious in Volatile Market Investors remain wary of the equity market’s volatility, as no trading days in May exceeded three times the average.
The Markets May 26th, 2022 Investing in a ‘Circular Economy’ A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce...
The Markets May 24th, 2022 Fixed Annuity Products Lead Annuity Sales Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
The Markets May 9th, 2022 401(k) Investors Display Poise as the Market Struggles Investors limit reactionary trades despite equity markets posting their worst month in two years.
The Markets May 6th, 2022 Big Market Swings Always Raise Big Questions April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...
The Markets April 29th, 2022 Fidelity’s Bitcoin 401(k) Offering Prompted a Plan Sponsor to Examine Plan Exposures The plan sponsor immediately checked with its plan adviser to know if there was any potential cryptocurrency exposure.
The Markets April 14th, 2022 Welcome to the Rising Rate Environment In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are...
The Markets April 13th, 2022 Finding the Intersection of ESG and Performance Identifying companies with positive ratings is not enough, experts agree, as companies’ financial positions must also be considered.
The Markets April 5th, 2022 401(k) Trading High in the First Quarter The first quarter was busy for investors despite March’s market rally.
The Markets April 4th, 2022 Revenue Sharing Considerations: Fees and Fiduciary Advisers must monitor the plan and perform benchmarking to assess reasonableness of fees.
The Markets April 4th, 2022 Inflation Worries Continue Into the Second Quarter Managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.
The Markets March 30th, 2022 CITs Have Different Fiduciary Implications Than Mutual Funds Speakers at a recent webinar discussed considerations for using collective investment trusts in defined contribution plans.
The Markets March 29th, 2022 2021 Was Another Banner Year for Retirement Savers Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year,...
The Markets March 18th, 2022 Little-Known Risk Threatens Baby Boomers Golden Years Though their solutions and strategies vary, advisers agree that sequence of returns risk can devastate a retirement portfolio.
The Markets March 16th, 2022 Investments That Protect Participant Assets From Inflation Exposures can be offered as standalone investments on via target-date funds.
The Markets March 8th, 2022 401(k) Index Underscores Investor Jitters Facing some jarring geopolitical events, 401(k) investors reacted with above-normal trading activity during February.
The Markets February 17th, 2022 Participants May Be Hesitant to Invest in Lifetime Income Products U.S. workers’ interest in putting money into investments that guarantee a portion of retirement income fell in 2021 from the...
The Markets February 14th, 2022 Why Participants Might Be Hesitant to Share Personal Information Many people are reluctant to share additional in-depth financial details for security reasons and for fear of being bombarded with...