Tag: Alternative investments

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, because alternative investments typically have higher fees than traditional asset classes.  

Art by Jackson Epstein

Investment Product and Service Launches

Pershing and Pacific Life make fee-only annuities available to RIAs; ISS ESG launches labels and standards solutions; Xtrackers by DWS launches ETF with exposure to high-yield corporate bonds; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Nasdaq Fund Network adds new 529 plan share classes; AllianceBernstein and Vestmark unveil custom municipal solutions platform; Vanguard bolsters roster of external advisers with new addition; and more.

Art by Jackson Epstein

Investment Product and Service Launches

DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global Advisors enhances ESG portfolio construction; and more.

9th Circuit Reverses Dismissal of Intel Alternative Investment Suit

The appellate panel concluded that disputes of material fact exist as to the timing of the plaintiff’s actual knowledge of the alleged fiduciary breach, precluding summary judgment for untimely filing; after a detailed discussion of ERISA requirements, the case is remanded for further district court proceedings.