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Showing entries with the topic “Investments”.

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Nov 2017

Fiduciary Considerations When Adding and Reviewing Managed Accounts

Managed accounts offer retirement plan participants a personalized investment strategy based on their own individual situation. However, as plan sponsors review the benefits of adding managed accounts to their retirement plans, there are ever-present fiduciary considerations which must be addressed.

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Oct 2017

Fund In Focus: PIMCO Total Return Update

Executive Summary PIMCO’s Total Return Fund is a top performer in the Morningstar Intermediate Bond fund category across all major time periods. Contrary to investor’s fears, fund outflows did not have a negative impact on performance.  The organization’s time-tested investment process …

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Aug 2017

Retirement Plan Investment Lineup Construction for Future Markets

With all of the attention paid to retirement plan fees and the associated lawsuits, plan sponsors and their retirement plan committees tend to be very focused on ensuring that plan investments provide consistent long-term performance, are competitively priced, and offer good diversification.  T…

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Jul 2017

Fund in Focus: American Funds EuroPacific Growth Fund

American Funds EuroPacific Growth Fund stands out as one of the first and largest funds in the foreign equity category. The fund’s size and asset growth have not impeded its process and performance, and the fund has remained open to new investors. Its malleability is owed to the fund’s multi-manager…

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Jul 2017

2017 Mid-Year Outlook

Jeffrey H. Snyder, Vice President and Senior Consultant and Liz Claman, Financial Journalist and TV Host, discuss the mid-year outlook as it pertains to retirement.

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Jun 2017

Fund In Focus: JPMorgan Equity Income

JPMorgan Equity Income is one of the premier funds in the large-cap value category. The fund has posted some of the category’s strongest returns on an absolute and risk-adjusted basis, under the helm of lead portfolio manager, Clare Hart. Before joining the Equity Income fund, Clare worked at Salomo…

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