Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 28th, 2017
Some TDFs Allow Managers to Tactically Allocate Assets
But they do so cautiously, setting limits on the amount of the assets that can be adjusted, and some doing so only once a year. Read more >
Benchmarking Managed Accounts
Some experts say they should be measured against individuals’ goals Read more >
DC Plan TDF Use Is Changing
More DC plan sponsors are selecting non-proprietary TDFs and CIT TDFs, research finds Read more >
Life Events Drive Choice of Managed Account
Investors widely report that a particular life event, such as a marriage or a child being born, prompted the first use of a managed account. Read more >
CITs and Custom TDFs Shine in Mega Market
New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Surging TDF Market Sees Product Innovation
With TDFs growing rapidly in the DC market, providers are exploring new ways to stand out from the crowd. Read more >
Vanguard TDFs Were the Best Sellers in 2016
Investors added $96 billion to the portfolios, giving Vanguard a 34% market share. Read more >
Use of Managed Accounts
We look at whether the use of managed accounts paired with the oversight of an adviser results of better outcomes. Read more >
2017 PLANSONSOR Target-Date Fund Buyer’s Guide
A focus on the TDF market Read more >
Market Mirror
Wednesday, the Dow closed 28.09 points (0.11%) higher at 24,774.30, the NASDAQ was up 3.09 points (0.04%) at 6,939.34, and the S&P 500 increased 2.12 points (0.08%) to 2,682.62. The Russell 2000 was virtually unchanged at 1,543.94, and the Wilshire 5000 was up 14.42 points (0.05%) at 27,864.59. The price of the 10-year Treasury note increased 18/32, bringing its yield down to 2.413%. The price of the 30-year Treasury bond climbed 1 19/32, decreasing its yield to 2.746%.
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