Search results for: volatility
2023 RPAY – Loraine Montanye and DBR & CO.
Business at a Glance as of 12/31/22 Plan assets under advisement: $7.1 billion Median plan size (in assets): $4.9 million Plans under administration: 46 Total participants served: 93,915...
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of investment plan design.
Roundtable
What Participants Need
3 industry experts weigh in on how employers can help participants meet their retirement goals.
65% of Financial Advisers Braced for Recession
The majority (42%) believe it will be a “short and shallow” decline, according to an annual Nationwide survey.
DC Plan Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Pensionmark CEO Says Firm Moving to 50/50 Retirement, Wealth Split by Summer
About one year after being acquired by World Insurance, Pensionmark discusses robust pipeline of wealth adviser transactions ahead.
Advisory M&A
Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser; and more.
Prime Time for Diversifying with Municipal Bonds, According to Capital Group
Munis provide a good recession buffer in the current market, experts say.
Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs
Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan menus, according to Cerulli.
Most U.S. Workers Expect to Fall Short of $1.1 Million Retirement Savings Goal
64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the level they hope for.
Retirement Now a “Transition” For Many Americans, According to Smart
One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.
Plan Sponsors Say They’re Seeking “Soft Skills” From Advisers
A panel of plan sponsors note both tangible and intangible traits they seek in retirement plan advisers.
Capital Group: Now is Optimal Time to Sell Retirement Plans
An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state mandates.
US Workers’ Retirement Readiness Declines Amid Market Volatility
American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the last study in 2020.
Investment Product and Service Launches
Investably announces business valuation service; BM Advisers launches smallcase BM Nifty Top 20; First Trust Dynamic Europe Equity Income Fund organizes into an exchange-traded fund; and more.
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify—and remain calm—despite the headlines.
Ascensus Ugift Program Exceeds $3 Billion in Contributions
The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50% in slightly more than a year.
Investment Product and Service Launches
JPMorgan launches China active ETF; First Trust launches inflation sensitive ETF; Modern Capital announces the Modern Capital Tactical Opportunities Fund; and more.