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Library » Converge, Volume 15: 3 Ways Participants are Driving a New Era of Menu Design
September 13, 2017 | Retirement Plans
The industry has put immense effort into introducing new participants to retirement education and help preparing resources to assist in participants’ long-term needs. While the effort on behalf of those participants can and should continue to be a large focus, there needs to be an additional …
Library » Narrowing In on the Right Approach
August 30, 2016 | Retirement Plans
Introduction One of the primary objectives that plan sponsors are tasked with is designing/implementing an investment menu that affords participants the greatest opportunity to achieve their retirement goals. While this seems like a relatively straightforward task, there is no one-size-fits-all …
Library » An Easy Button for DC Plans?
December 02, 2015 | Retirement Plans
Close your eyes and imagine that there was a button plan sponsors could press that would turn participant inertia into an asset, and help improve sub-optimal asset allocations while simultaneously putting the plan sponsor on more solid fiduciary footing. Luckily there is, it’s called re- …
Library » Converge, Volume 7: Custom Target Date Fund Perspective
August 06, 2015 | Retirement Plans
Target date fund (TDF) selection and monitoring is becoming more important as the assets held in these funds grow. Within the next decade, assets held by target date funds may surpass $1.5 trillion. In recognition of the challenges facing plan fiduciaries specific to evaluating TDFs, in …
Audience
Financial AdvisorsLibrary » Redefining Outcomes-based Investing
May 14, 2015 | Retirement Plans
Introduction With assets continuing to flow into target date funds (TDFs) and a growing number of distinct glide path designs to choose from, it has become imperative that plan fiduciaries have an effective TDF evaluation program in place. In fact, the Department of Labor’s February 2013 …
Library » Constructing Performance Benchmarks for Life Cycle Options
September 10, 2014 | Retirement Plans
Introduction Active multiple asset class managers generally employ relatively flexible investment mandates, allowing them to invest in a variety of asset classes in varying degrees based on changing market conditions. Performance benchmarks must reflect both the overall asset allocation ranges …
Library » Evaluating the Merits of Active Management
September 08, 2014 | Active Management
Introduction The decision between active or passive management remains one of the highly debated topics in investment management today. Often, the discussion centers on the theoretical ability of a manager to outperform a benchmark. Proponents of passive management often believe that equity …
Audience
All AudiencesLibrary » Manning & Napier’s Target Date Strategies as a Qualified Default Investment Alternative (QDIA)
June 05, 2014 | Retirement Plans
Introduction The provisions of the Pension Protection Act (PPA) of 2006 defined target date funds as one of three types of qualified default investment alternatives (QDIA) for use in qualified retirement plans. While the final regulations require plan fiduciaries to meet several technical and …
Library » Common Fiduciary Considerations Related to Target Date Options
May 12, 2014 | Retirement Plans
Introduction Given the variety of target date options available in the marketplace today, how does a plan fiduciary determine which family is right for a specific plan? When evaluating target date options, it is important to keep in mind that quantitative factors play an important role. However, …
Library » Webinar: Target Date Due Diligence 2.0
January 21, 2014 | Retirement Plans
Recent DOL guidance on target date fund screening and monitoring has demonstrated an industry need for greater transparency and due diligence. Since the publication of these guidelines, there has only been marginal evidence of a move toward best-of-breed target date solutions. As …