Tag: collective investment trusts

Products May 31, 2018

Investment Products and Services Launches

MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.

Compliance April 20, 2018

401(k) Plan Participants Challenge Principal’s Management of TDFs

The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income for itself and its subsidiaries.

Products March 1, 2018

Investment Products and Services Launches

Wilmington Trust to Support Franklin Templeton CITs; Ryan Labs Releases Strategy for Corporate and Public Pensions; and TriLine Issues Energy-Related ETF.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

MARKET MIRROR

Friday, the Dow was down 6.38 points (0.03%) at 25,058.12, the NASDAQ slipped 5.10 points (0.07%) to 7,820.20, and the S&P 500 decreased 2.66 points (0.09%) to 2,801.83. The Russell 2000 closed 4.50 points (0.26%) lower at 1,696.81, and the Wilshire 5000 lost 39.16 points (0.13%) to finish at 29,287.11.

The price of the 10-year Treasury note decreased 14/32, bringing its yield up to 2.893%. The price of the 30-year Treasury bond fell 1 12/32, increasing its yield to 3.028%.

WEEK’S WORTH: For the week ending July 20, the Dow finished 0.15% higher, the NASDAQ lost 0.07%, and the S&P 500 was up 0.02%. The Russell 2000 gained 0.58%, and the Wilshire 5000 increased 0.09%.

Industry White Papers

Getting Ahead of the Curve Digital advice platforms can help younger workers save for retirement
A Holistic Approach to Target Date Design TDFs are easy to use but hard to judge — here are the factors plan fiduciaries should know.
Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants