Search results for: SCO
Advisers Say Active and Passive Investing Go Hand in Hand
Within U.S. equities, the asset classes they see the most promise in are technology and small cap.
Mercer TDF Analysis Highlights Passive Growth, Home Equity Bias
In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity...
Trendspotting
Half of Couples Discuss Retirement Savings
20-somethings are more apt to broach the topic than are pairs in their 30s and up
Ruling on NY Times Multiemployer Plan Arbitration Challenge Rejects Use of ‘Segal Blend’
Following extensively detailed deliberation citing important SCOTUS rulings and other precedents, the district court ruling rejects a multiemployer plan’s usage of the so-called “Segal Blend” to set the...
IRS Asks for Comments on Determination Letters for 2019
The agency ended its determination letter program effective in 2017, but said it will measure the need for exceptions in a variety of ways including annual input from...
Retirement Industry People Moves
Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.
Census Bureau Survey Underestimates Retirement Plan Participation
Sixty-three percent of workers between the ages of 26 and 64 participated or had a spouse that participated in a retirement plan in 2014, according to the ICI.
Prudential Retirement Participants Can Get Account Information From Alexa
By enabling a new skill, participants in retirement plans recordkept by Prudential can ask Amazon's Alexa for balance information, rates of return and outstanding loan balances.
Fi360 and 55ip Team Up to Help Advisers With Fiduciary Processes
55ip will use Fi360’s Fiduciary Score as a factor in 55ip’s investment strategy engine.
Guidance Issued Designed to Keep Members in Multiemployer Plans Longer
The Pension Benefit Guaranty Corporation (PBGC) is issuing guidance to assist multiemployer pension plans that request PBGC review of alternative plan rules for satisfying employer withdrawal liability.
Most Motions to Dismiss Denied in Yale 403(b) Plan Suit
The lawsuit alleges Yale defendants acted imprudently with regard to recordkeeping and investment fees for the plan.
Retirement Industry People Moves
Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.
Paper Argues Green Bonds Can Help Investors Mitigate Risk Factors
"Based on our observations as managers of global fixed income portfolios, the integration of ESG factors and green bonds into the investment process can help investors reap opportunistic...
ERIC Settles Lawsuit With Oregon Retirement Savings Board
In the lawsuit, ERIC argued that the Employee Retirement Income Security Act (ERISA) pre-empts the reporting requirements in the OregonSaves state-run retirement program for private-sector workers.
Majority of Workers Feel Financially Stressed
Nearly one in four say retirement planning is a touchpoint for financial stress