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With the holiday season upon us and the New Year fast approaching, we explore five trends that will be popular with retirement plan sponsors in 2018.Read more
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.Read more
What if I told you that there is a fee present in mutual funds that is not included in the fund’s published expense ratios and is often not publicly disclosed by the fund companies, since the SEC does not require its disclosure? You might laugh, but it is true. These added fees are known as tr…Read more
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 …Read more
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…Read more
With retirement plan fees serving as the centerpiece of fiduciary breach lawsuits, it's no wonder that this is the leading topic of interest with retirement plan fiduciaries.Read more
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…Read more
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.Read more
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…Read more