The big debate around active vs. passive continues to swirl. But we think the conversation needs to be refocused. We shouldn’t be discussing whether it is possible to add value to investment portfolios through active management, but rather, where it is possible. In this presentation, we examine the potential for active management to outperform passive […]
Takes a closer look at recent fiduciary court cases and outlines several key lessons for plan sponsors and service providers
Our research shows that innovation is a force that transcends crises and calamities, driving technological advancement forward at a powerful, exponential rate. We find that the most innovative companies ultimately produce stronger fundamentals and stock returns. Given its critical influence, we believe that innovation is an enduring force that holds the key to progress and […]
A discussion on CITs and how they impact retirement plans.
BlackRock’s Future in Focus® is designed to offer data driven to support strategic design changes that may help your clients achieve better retirement readiness solutions. The tool will help model how out the following for a hypothetical plan participant: Increase low participation or savings rates Drive retirement readiness Evaluate the effectiveness of the QDIA Explore the […]
Most people plan to rely on Social Security for retirement income. And the statistics bear that out. Social Security benefits already provide more than half of retirement income for 50% of couples and 71% of individuals.* Those preparing to retire may not understand the different ways to claim Social Security and, depending on their individual […]
Plan sponsors face an increasingly complex fiduciary landscape, as well as pressure to provide an optimal plan experience for participants at a reasonable cost. Making investment decisions under these conditions can prove challenging. In a litigation-prone environment, a fiduciary’s thoughtful, logical investment selection and oversight process should guard against misperceptions that are driven more by […]
Fidelity’s proprietary Plan Sponsor Attitudes study has examined plan sponsors’ priorities and detailed insights since 2008, based on interviews with more than 9,500 sponsors. The results can be used to ensure your retirement plan services are in line with the current needs of plan sponsors.
MFS global retirement research highlights growing trends with consultants and participants in our current economic and regulatory environment.