The 60/40 Asset Allocation Has Two Problems – The “60” and the “40”
Target date funds can’t afford to be passive
ERISA Strategist Dan Notto discusses our 2017 DC Plan Sponsor Research Findings with a focus on plan sponsors' understanding of their fiduciary role.
The performance of the US dollar significantly diverged from relative rate spreads.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
Dan Notto, ERISA Strategist, discusses key provisions of two retirement bills that are getting serious attention in Washington.
Transient market volatility has the potential to be thrilling, especially on the heels of low volatility spells like those in the not-too-distant past.
The first step in improving retirement outcomes is to understand what participants want and need.