What Plan Sponsors Should Expect From a Retirement Plan Adviser
As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand...
Tag: Performance
7th Circuit Issues Key Stock Drop Decision in Boeing Max Case
One expert attorney says the decision has particular importance to plan sponsors and fiduciaries who have employer stock as an...
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them...
Volatility, Inflation and Stagflation Concerns in Context
To understand what may come next during a turbulent period in the markets and the global economy, experts consider the...
Facing Criticism for ESG Rules, SEC Unlikely to Back Down
Attorneys who track financial regulations say SEC Chair Gary Gensler has no qualms about pushing forward big, ambitious proposals, even...
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...
2021 Was Another Banner Year for Retirement Savers
Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year,...
Little-Known Risk Threatens Baby Boomers Golden Years
Though their solutions and strategies vary, advisers agree that sequence of returns risk can devastate a retirement portfolio.
Latest Guide to Retirement Underscores Changing Landscape
J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%,...
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely...
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Inflation Pressures and Real Estate Opportunities
Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations,...
Making Sense of the Interest Rate Evolution
The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much...
Basic Market Lessons Reinforced by 2021
Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite...
Institutional Investors Remain Confident Despite Renewed Volatility
They see plenty of growth potential in a market they say is driven and distorted by fiscal and monetary policies—a situation which could spell trouble for unprepared individual...
Op-Ed: Modernizing Fixed Income in Plan Lineups: Addressing Four Key Challenges
Janus Henderson’s Adam Hetts takes a deep dive into the risk and reward of fixed-income investments in plan lineups, identifying...
KPMG Faces ERISA Lawsuit in New Jersey
The audit and tax advisory firm is accused of permitting the payment of excessive investment and administrative fees within its...
Trends
The Bond ‘Misclassification’ Debate
Accusations about overblown bond ratings, by Morningstar, still need to be proved, advisers say. But, if true, this could affect...
Inflation Fears Ease (for Some) Amid a Murkier Market Outlook
As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on...
Is Bond Fund Misclassification a Serious Problem?
PLANADVISER wades into the tricky and not uncontroversial topic of bond fund classification, or 'misclassification,' as it were.