Showing entries with the topic “Investments”.
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Nov 2019Case Study: Making a Strong Plan Stronger
SRC, a not-for-profit research and development organization, set out to improve their retirement plan benefit, ultimately reducing administrative costs by 54%, streamlining the investment lineup and improving employee communication and education - all without converting recordkeepers
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Nov 2019The Fiduciary Breach Lawsuits: Lessons Learned
Over the past few months, we launched an in-depth exploration into the claims of the fiduciary breach lawsuits. We highlight the issues, the litigation outcomes and the key take-aways for retirement plan sponsors in a recap of the series.
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Nov 2019Chart of the Month: Duration of the Bloomberg Barclays U.S. Aggregate Index
Source: PIMCO, Bloomberg Market Observations The Bloomberg Barclays U.S. bond index is a widely used benchmark that most institutional investors, asset managers and investment consultants use to track the performance of the investment-grade bond market. Since the 2008-2009 financial crisis, there …
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Oct 2019Are Negative Interest Rates Coming to the U.S.?
Negative interest rates were originally intended to help boost an ailing European economy and have become widespread. Is it only a matter of time before the U.S. gets sucked into the global trend of negative yielding debt?
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Oct 2019Chart of the Month: U.S. 10-Year Treasury Yields Move Inline with Deteriorating Fundamentals
Source: Federal Reserve Bank of St. Louis, Investing.com Market Observations A dominant theme for financial markets in 2019 has been the sharp decline in global bond yields, particularly here in the U.S. After hitting a high of 3.25% last October, the 10-year Treasury yield now stands at just 1.…
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Sep 2019Chart of the Month: The Probability of a Recession in the Next 12 Months is Rising
While U.S. growth has been remarkably resilient to trade uncertainty, low inflation, and slower global growth, a probability model used by the N.Y. Fed to calculate the odds of a recession in the next 12 months has risen substantially in recent months.
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Sep 2019Case Study: Focused on Fees, Fairness, and the Future
Learn how WPI's focus on reducing fees, fairly allocating costs, and structuring their plan thoughtfully has helped to position their employees for successful retirements.
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Sep 2019The Race to Zero in Index Funds
The rush to adopt lower cost funds is one of the dominant investment themes of the decade, driven by investors’ new-found love for inexpensive passive investing in the aftermath of the financial crisis. How can investment managers sustain nearly-zero expense ratios and remain profitable?
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Aug 2019Positioning a Portfolio for Recession
Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.
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Aug 2019Case Study: Growth through Acquisition and the Impact on Retirement Plans
The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees
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