Blackrock, Fidelity and Pacific Investment Management Co have increased their equity allocation within their target date funds in the past year. These shifts have consultants, advisors
Suit alleges plan fiduciaries violated ERISA by offering affiliated funds that charged higher fees. A U.S. District Court judge in New York is allowing a
Business owners and plan sponsors: When it comes to the 401(k) retirement plan that you’ve established for your company, you need to know one thing:
A recent article titled “5 ways to make your lousy 401(k) plan stellar” suggests actions that a 401(k) plan participant might take to improve if they are in
ETF Model SolutionTMs incorporates fundamental indexing (smart beta) strategies in our models where appropriate, including our Endowment Collective Fund, as we see potential to add value
The nation’s largest pension fund, the California Public Employees Retirement System, better known as CalPERS has been in the news this week with an announcement that
A presentation by Robert C. Merton at Plan Sponsor Council of America’s 2014 National Conference highlighted several best practices used by defined benefit plans that
In a webcast presented by Investment News, Consuelo Mack interviewed Robert Jenkins, Managing Director/Global Head of Research for Lipper, Dr. Hossein Kazemi, Ph.D., CFA Senior Adviser to the CAIA Association’s
Rob Riedl, Chief Financial Officer of ETF Model SolutionsTM is featured in an interview conducted by Direct Capital’s Small Business Success experts group, which highlights traits
An article titled “A Better Option Than Target-Date Funds” written by Prateek Mehrotra, CIO of ETF Model SoTMlutions and Endowment Wealth ManagementTM was recently published
A “Blue Paper” titled It’s all About your Core from Pioneer Investment’s Thomas Swaney discusses how traditional diversified fixed income strategies may offer investors lower
Comments from Prateek Mehrotra, CIO of ETF Model SolutionsTM, were printed in InstitutionalInvestor.com earlier today in an article titled Portfolio Perspective: Warning Signs for Your
