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Retirement
Plan advisors: 5 topics to discuss at your year-end investment committee meeting
Curated content for RIAs.
Retirement Director Ben Rizzuto outlines five topics – including recent defined contribution developments and ideas for engaging plan participants – that advisors can discuss at upcoming year-end investment committee meetings.
Retirement
Plan Talk: Analyzing risks and opportunities in today’s plan menu lineups
Curated content for RIAs.
In this episode of Plan Talk, Retirement Director Ben Rizzuto speaks with Damien Comeaux, Senior Portfolio Strategist, about how the Portfolio Construction and Strategy (PCS) team analyzes plan menu lineups to help ensure they provide adequate diversification.
Fixed Income Insights
Weekly Fixed Income Commentary: Fed chatter boosts Treasury yields further
This piece is approved to use with clients.
Long U.S. Treasury yields continued to rise, though the short end rallied on less hawkish signals from the U.S. Federal Reserve. Following an almost certain 75 basis point hike in November, the magnitude of future hikes is less assured.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation surprises continue
This piece is approved to use with clients.
U.S. Treasury yields rose further last week. Inflation surprised to the upside again, driving interest rates higher and pressuring fixed income returns. Spread assets weakened amid elevated volatility.
Retirement
The Rollover Reset
Financial professionals looking to capture rollovers from DC plans need expertise in rollover-related issues like non-Roth after-tax account opportunities, special rules for Net Unrealized Appreciation, in-service plan rollovers, the Warn Act, and more. Are you ready?
Fixed Income Insights
Weekly Fixed Income Commentary: Strong U.S. jobs report boosts Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields ended the week modestly higher and risk assets rebounded last week, as volatility persisted.