Tag: retirement plan investing

A BrightScope/ICI study also found collective investment trusts (CITs) accounted for a larger share of assets in larger plans than smaller plans.

Long-duration private debt can be used for hedging liabilities, and other alternative investments may be used for enhancing risk-adjusted returns, a report from Cerulli Associates explains.

A research report argues that even defined contribution (DC) plan participants in plans with a default investment do not have the financial acumen to know whether the default is right for them or whether they should opt out.

Investors also look at historical performance and performance compared to an index, ICI found.

U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.

April marks the 15th month in a row that 401(k) investors have been fleeing equities for the safety of fixed income, Alight says.

Eaton Vance changes investment objectives and policies of funds, and Transamerica launches fifth managed risk ETF.

It is important for plan fiduciaries to know what to consider for placing a fund on watch or replacing it.

A Vanguard analysis still finds both “pure TDF investors,” or those who hold only a single TDF, and “mixed investors”—investing in a TDF in combination with other investments (or, rarely, hold multiple TDFs). 

Cerulli believes managed accounts will continue to gather assets as a customized solution for a targeted cohort of a plan’s overall participant population, as well as address decumulation and financial wellness concerns.

According to a Cerulli report, fee sensitivity, concerns about performance and regulatory confusion are headwinds to environmental, social and governance (ESG) investment adoption in defined contribution (DC) plans.

Investors tend to select funds at the top of an alphabetically organized list of funds.

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.

In addition, the company will select a non-proprietary target-date fund (TDF) for its 401(k) investment lineup and increase the company match contribution rate for three years.

The court found MassMutual did not breach provisions of a prior settlement to which the plaintiff was bound.

With participants not panicking in Q4 2018 and the longer term trends resulting from automatic plan features, Fidelity Investments finds an overall improvement in average participant savings and account balances.

The complaint alleges that Stadion Money Management and Mutual of Omaha abused their managed account arrangement by putting their own interests ahead of participants’.