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...
The Markets
All CITs Are Not Created Equal From the Fiduciary Perspective
The burgeoning collective investment trust marketplace is creating new opportunities for retirement plan investors and trust companies alike—as well as new due diligence requirements for fiduciaries.
The Case for Alternatives in DC Plans
Defined contribution plan sponsors including alternative investments may need to use retirement plan advisers to evaluate and monitor the investments,...
401(k) Trades Reach Highest Levels in a Year
On average, 0.017% of balances were traded daily in January despite the backdrop of a volatile stock market, according to...
Useful Advice as Rates Rise and Markets Move
With markets off to a choppy start in 2022 and rate hikes on the horizon, inflation is top of mind for many investors, as demonstrated by a D.A....
How Advisers Can Help Low-Income Workers Save in Employer-Sponsored Plans
Financial wellness campaigns that explain the benefits of delaying Social Security until full retirement age can also help low- and...
Helping DB Plan Sponsors Consider Risks for Their Portfolios
Investment managers discuss opportunities moving forward for corporate defined benefit plans.
Will ETFs Ever Break Into the Retirement Plan Space?
The factors that make exchange-traded funds popular with individual investors and financial advisers might be moot points in most DC...
The Art of Building TDF Glide-Paths Amid Market Disruption
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who...
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely...
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Inflation Pressures and Real Estate Opportunities
Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations,...
Retirement Income and Alternative Investments
Every level of private equity investment modeled by EBRI resulted in additional 401(k) participants being able to retire at age...
Making Sense of the Interest Rate Evolution
The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much...
Booming Markets Not Prompting Many 401(k) Trades
On average, just 0.01% of balances were traded daily in December, which is in line with the monthly average for the past year, according to Alight Solutions.
Learned Lessons and Market Musings From CIO Bob Doll
The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response...
Basic Market Lessons Reinforced by 2021
Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite...
DB Plans Should Invest to Achieve Set Objectives in 2022
Protecting funded status, addressing inflation risk, adding value, and more are among suggestions from consultants and asset managers.
Advisers’ ‘Gatekeeper’ Role Can Help Spur Greater ESG Investments
Investors rely on advisers to introduce them to and educate them on environmental, social and governance strategies, according to Nuveen’s...
PRTs and In-Plan Annuities Among Top 2022 Trends to Watch
The past two years have been challenging for institutional investors, but they have also brought about opportunities to address some...