Plan Investments

Are Your Participants Experiencing a Fee Imbalance? Understanding Fee Levelization [Video]
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Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees among participants. This is a subject that generally had not been on the radar screen of many plan fiduciaries, but once identified, tends to generate  Read More →
U.S.-Heavy Portfolios: Domestic Market Optimism or Inadvertent Asset Allocation?
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Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased today. This may be a good time for participants to reevaluate their asset allocation to see if they may be exhibiting a home country bias— or displaying overly optimistic expectations about the domestic market and/or  Read More →
Bond Investing: A Sinking Ship or Much Ado About Nothing?
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Time is a powerful modifier of perception and purpose.  No need to look any further than the frequent rumblings surrounding fixed income in the current rising interest rate environment. That isn’t to say the frequently touted “bond bubble” and rising interest rate topics are unimportant or overstated, it’s merely a reaction to the volume and  Read More →

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