Tag: retirement plan investing

Nudging Participants to Rebalance Portfolios

For those plans where participants are left to make investment decisions on their own, experts agree, it is critically important for advisers to educate them about the proper diversification.

ICI Says Supreme Court Could Defend Fiduciary Decisions in Taking Up Putnam Case

Putnam Investments has asked the U.S. Supreme Court to weigh in on whether the plaintiff or the defendant bears the burden of proof on loss causation under the Employee Retirement Income Security Act (ERISA) and whether showing that particular investment options did not perform as well as a set of index funds selected by the plaintiffs with the benefit of hindsight, suffices as a matter of law to establish losses to the plan.