investments Archives - Word on Benefits

Three Trustee Actions During Market Volatility

Jenny Gartman, CEBS

10 Apr 202310 Apr 2023

Recent bank failures and resulting market volatility have captured headlines in recent weeks, and many individual investors reacted quickly. However, when it comes to fulfilling their fiduciary duty in the face of unexpected news, trustees should remain calm to avoid costly investment […]

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Talking Benefits Podcast: Riding the Investments Roller Coaster

Anne Patterson

08 Sep 202208 Sep 2022

The recent ups and downs of the stock market and the economy can be dizzying. In the latest podcast episode, my colleague Justin Held got the opportunity to talk to an investments guru (Sandy Lincoln, CEO at Lincoln Investment Perspectives, LLC) on […]

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Capitalizing on Multi-Asset Credit Strategies in Uncertain Times

Tim Hennessy

07 Jul 202217 Feb 2023

Has your budget kept pace with the growing expense of your everyday needs? Are inflation, rising interest rates and market instability making you anxious? You’re not alone—Everything is more expensive and increasing interest rates and economic uncertainty add additional complexity for investors […]

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Know Your Plan Custodian: What Does a Benefits Plan Custodian Do?

Kathy Bergstrom, CEBS

24 May 202120 May 2021

As the safekeeper of plan assets, custodians are among the service providers that multiemployer benefit plan trustees have a fiduciary duty to monitor. Yet plan custodians are not discussed as often as other service providers—especially those referred to as the A-Team: the […]

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SRI Investments in 401(k) Plans—Myths and Challenges for Plan Sponsors

Justin Held, CEBS

03 Dec 202002 Dec 2020

Despite growing demand for sustainable, responsible and impact (SRI) investments from participants, a small percentage of 401(k) plans provide such options in their investment menus. In a Benefits Magazine article from earlier this year, Gregory D. Wait, CEBS, reviews the challenges that […]

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Managing Pension Assets Through COVID-19 Uncertainty

Guest Contributor

22 Apr 202021 Apr 2020

The COVID-19 pandemic has caused a great deal of uncertainty for overseeing the investment of pension assets. For those managing investments, it’s important to understand the uncertainty and how it compares to past market challenges, as well as the importance of being […]

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Feeling Tense? Blame the Stock Market

Anne Patterson

03 Sep 2015

As humans, we tend to like order. We like lists, we like symmetry, we like calm. So when volatility in the stock market brings chaos to that order, we react. There is a term for this reaction—behavioral finance—and about 40 years of […]