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Wednesday, August 11th, 2021
A biweekly topical newsletter from PLANADVISER
Funds in Focus
Skilled retirement plan advisers know that a successful retirement strategy is about much more than investments. However, a well-crafted and efficiently priced investment menu is one of the foundations to a stable financial future—as is a steady hand at the wheel during turbulent periods in the markets. Collected below are some recent articles and research reports putting Funds in Focus. We hope you share some of what you read with a client or colleague.
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Investing
Average 401(k) Equity Allocation Surpasses 70%
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. The index shows investors were content to watch their balances rise, as there were no days of above-normal trading activity. Average net trading activity was 0.009% of 401(k) balances, down from 0.011% in May.
Investing
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
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Compliance
ESG and Shareholder Rights Rule Under White House Review
The language of the regulation has not yet emerged, but the title published by the Department of Labor suggests it will address both ESG and proxy voting matters.
Compliance
An ESG Refresher as DOL Makes Progress on New Regs
Industry experts are watching for the imminent filing of new Department of Labor regulations pertaining to the use of environmental, social and governance themed portfolios by tax-advantaged retirement plan investors.
Investing
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
Investing
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
Investing
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.
Investing
A Markedly Positive Mid-Year Market Check-In
Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half of the year, sources say some ‘problems of success’ have emerged.
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