Tag: 401(k)

Regulation January 21, 2020

Northrop Grumman Pays $12.4 Million to Settle 401(k) Lawsuit

Lawsuit said firm’s alleged fiduciary failures caused plan to lose over $13 million

News November 21, 2019

FedEx to Close Pension Plan to New Employees

Move comes on heels of report that firm paid $0 in taxes in 2018.

Asset Allocation November 15, 2019

Baby Boomers Carry Risky Levels of Stocks, Says Fidelity

Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.

News November 7, 2019

Goldman Sachs Sued Over 401(k) Plan

Lawsuit alleges firm used underperforming proprietary mutual funds in plan.

Regulation April 5, 2019

House Committee Passes Bill to Overhaul Retirement Plans

Legislation would increase 401(k) contributions, plan portability.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?