Insights


Showing our Corporate Retirement Insights article library.

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23

May 2017

Compliance Alert: Breaking - The DOL Will NOT Delay Fiduciary Rule

On May 22, in an Op-Ed Piece for the Wall Street Journal, Labor Secretary, Alexander Acosta, threw in the towel in his effort to delay the application date of the Fiduciary Rule. Barring any additional developments, the Rule will now become applicable, as scheduled, on June 9, though certain pr…

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18

May 2017

The Effect of Rising Rates on Stable Value Accounts

The Federal Reserve has raised the effective benchmark interest rate three times since the end of its unprecedented accommodative monetary policy. The rising inflationary pressures in the marketplace since the U.S. presidential election could hint at a more aggressive policy and higher U.S. interest…

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17

May 2017

Lawsuit Rulings Provide Hope for Plan Sponsors

The retirement plan industry has seen many lawsuits in the past several years.  Plan sponsors have been repeatedly accused of not fulfilling their fiduciary responsibility to their plans and participants.  The first lawsuits were filed against large corporate 401(k) plans.  However, i…

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17

May 2017

Fund In Focus: Vanguard PRIMECAP

With nearly $50 Billion in assets, Vanguard PRIMECAP is one of the largest actively managed funds in the large cap equity space.  PRIMECAP was incepted in November 1984 and is managed by sub-advisor Primecap Management Company. The main objective of PRIMECAP is to seek long-term growth of capit…

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25

Apr 2017

Investment Brief: First Round of French Election Eases Market Fears

Anti-globalist and anti-establishment sentiment continues to add to political and capital market uncertainty. After Brexit and the U.S. presidential election, the world is closely watching the French presidential election, as it is considered to be the defining moment for the future of the European …

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19

Apr 2017

Fund In Focus: Vanguard Inflation-Protected Securities Fund

This month’s Fund in Focus takes a look at the Vanguard Inflation-Protected Securities fund. While Vanguard is known for its low cost index funds, this strategy is one of their actively managed fixed income funds. With more than $26 billion in total assets as of February 2017, this fund is by far th…

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20

Mar 2017

Investment Management Merger and Acquisition (M&A)

As defined contribution plans continue to evolve into the primary retirement savings vehicle, several powerful trends are reshaping the asset management industry, including merger and acquisition activity (M&A) at both the firm and individual fund levels. What does this mean for plan sponsors?

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