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White Paper Explores 4 Major Fixed Income Portfolio Risks—And When a Risk Signals Opportunity
A new white paper from Columbia Threadneedle Investments explores how applying a full understanding of the four unique,…
Making Sure Your Client’s Target Date Fund Uses the Right GPS
A look under the hood at what drives BlackRock’s LifePath® franchise
In-plan withdrawals, ESG investing, plan features—what do participants think about their DC plans now?
More workers are optimistic about their futures in 2021 than they were last year. This makes sense given the circumstances of the pandemic in 2020 and the progress being made both on health and economic fronts. Article presented by: American Century Investments
The role of third-party ESG ratings providers in the fund selection process
While ratings can be a helpful tool to identify and understand potential ESG risks and opportunities, we believe they should be just one of several tools used to implement ESG investing.
Bridging the Retirement Savings Behavior Gap
J.P. Morgan Asset Management has data—lots and lots of data. Its recently released 2021 Defined Contribution Plan Participant Survey is turning heads and getting attention, specifically for what it found out about retirement plan participant behavior during the COVID-19 crisis.
The Active Equation: When and How to Outperform for Retirement Plan Participants
It's an evergreen debate: whether to include active or index investment strategies in a retirement plan menu in order to offer participants the best possibility of long-term returns. Sponsored by BlackRock
Glide Paths Within the Glide Path
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be numerous glide paths involving subcategories of the primary debt and equity asset classes, along with alternatives.
Simple and Sophisticated: the OneAmerica ComboPlan Retirement Product is Revolutionizing the Tax-Exempt Market
Article Presented By: “One of the things we do best is listen to customer needs and translate them…
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
These 3 Takeaways from the BlackRock Savings Summit are Driving the Future of Retirement
The events of 2020 have exposed pre-existing fault lines in the U.S. savings system, from emergency savings to longer-term goals like saving for retirement. Article provided by BlackRock