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“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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22 Matching News Items |
| 1. |
Court Dismisses Most Claims in State Street Stock Suit
PLANSPONSOR; free registration may be required 
Mar. 21, 2010
Excerpt: A federal court has dismissed most claims against State Street Corporation and its retirement plan fiduciaries regarding the offering of company stock as an investment in its Employee Stock Ownership Plan.
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| 2. |
Returns on Corporate Pension Plans at the Top of State Street's Master Trust Universe
Pensions & Investments
Oct. 31, 2012
"The State Street master trust universe of retirement plans, foundations and endowments had a median return of 4.5% in the third quarter and a median return of 15.8% for the year ended Sept. 30. Corporate defined benefit plans had the highest median returns for the quarter, with 5%, followed by Taft-Hartley plans at 4.7%; public pension plans, 4.6%; and foundations and endowments, 4.5%."
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| 3. |
Republicans Ask Federal Retirement Plan for Details on BlackRock, State Street's Votes
The Wall Street Journal; subscription may be required
July 1, 2021
"Sens. Pat Toomey (R. Pa.) and Ron Johnson (R. Wis.) asked the Federal Retirement Thrift Investment Board, which oversees the government's $760 billion Thrift Savings Plan, to detail how [BlackRock Inc. and State Street Global Advisors] cast proxy votes over everything from who sits on corporate boards to executive pay and priorities at companies. They have also requested past communications with the firms and other information to determine whether the asset managers voted in ways that violated their responsibilities to those in the savings plan."
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| 4. |
Majority of Investors Don't Fully Understand Investment Costs
State Street Corporation
July 27, 2021
"Those who think they understand expense ratios and basis points believe the average expense ratio considered no longer 'low cost' is 0.61%, which exceeds the asset-weighted average expense ratio of U.S. open-end mutual funds and exchange-traded funds. Fund price is not ranked highly as a primary criteria when evaluating investments like mutual funds and ETFs."
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| 5. |
Industry-Wide Shift as Investors Find Sustainable Value Through ESG
State Street Corporation
Mar. 27, 2017
"[T]raditional obstacles to environmental, social and governance (ESG) investing are fading, while one significant barrier remains: the lack of transparent, standardized and quality data.... [N]early all ... institutional investors surveyed want companies to explicitly identify ESG factors that materially affect performance, while 60 percent note a lack of industry standards for measuring ESG performance as a significant barrier to full integration."
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| 6. |
Retirement Confidence Survey Highlights Global Differences in Participants' Financial Wellbeing
State Street Corporation
Oct. 4, 2016
"[Retirement] confidence remained relatively stable in 2016, and is higher than what was reported in 2013. Respondents in the US report the highest confidence with more than half of respondents reporting that they feel they are on track to meet their retirement goals.... US respondents report greater financial wellness scores with 46 percent showing high financial wellness compared to 33 percent of respondents in the UK and 13 percent of respondents in Ireland."
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| 7. |
Pensions with Purpose: Five Ways Pension Funds Are Taking Action to Own Better Outcomes for Retirement
State Street Corporation
Feb. 22, 2016
"[T]he survey found that pension funds will look to 'own' five strategic retirement aspects: [1] Own the Outcome: Board training and education will be the focus of 2016 ... [2] Own the Future: Funds are transforming to meet future obligations, with a focus on ESG and alternatives ... [3] Own the Efficiency: Under pressure to cost cut, pension funds turn to asset pooling ... [4] Own the Risk: Pension plans face stark choices around risk ... [5] Own the Talent: The insourcing continues, but external advisors are still vital to success."
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| 8. |
Pensions with Purpose: Providing Enough Retirement Income for Long Enough
State Street Corporation
Feb. 14, 2016
"The pension industry faces colossal challenges in its mission to deliver the best retirement outcomes for citizens, amid vast demographic change and rising dependency ratios globally.... [To] succeed in this environment, industry leaders are ... defining a sustainable strategy to deliver an acceptable level of retirement income for their members over the long term. Their approach? Taking greater ownership of member outcomes. [This] new pension research study identifies five key areas where all funds must act to take control of their future."
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| 9. |
Widespread Increase Expected in Risk Appetite Among Pension Funds Along with Increased Allocations to Alternatives
State Street Corporation
Nov. 18, 2014
"[O]ver the next three years, 77 percent of pension funds expect their appetite for investment risk to increase to enable them to meet long-term liabilities and deliver optimal value for members ... One in five (20 percent) of the asset owners surveyed expect their risk appetite to increase significantly during this period.... Private equity is of the greatest interest to respondents in the Americas, with 68 percent planning to increase their allocation, compared to 60 percent in Europe, Middle East and Africa and only 45 percent in the Asia Pacific region."
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| 10. |
Do-It-Yourself Pension Funds: A Hands-On Future for Asset Owners (PDF)
State Street Corporation
Nov. 10, 2014
48 pages. "[K]ey trends that are radically reshaping almost every aspect of how pension funds manage their investments and deliver long-term value to their members. [1] Getting Hands-on with Investment Risk ... [2] Big Bets on Alternatives ... [3] DIY on Asset Management... [4] The Relationship with Asset Managers Evolves ... [5] Fortifying Governance."
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| 11. |
401(k) New Year's Resolutions: Improve Fixed Income Allocations, Build a Stronger Core, and Use Target Date Funds Effectively
State Street Corporation
Jan. 16, 2014
"Almost eight in 10 respondents who invested during the market downturn said they are contributing as much as or more now than they did five years ago ... Seventy-six percent say their DC plan is the same or in better shape than five years ago. Seventy-eight percent think that in five years the market will be the same or in better shape than it is today. Seventy-nine percent have maintained or increased their contribution levels since the crisis. Despite this confidence, the survey uncovered indications of a shift toward more conservative investment behavior."
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| 12. |
How Investor Behavior Is Redefining Performance (PDF)
State Street Corporation
Aug. 5, 2013
"What are the forces that will shape the future of the investment management industry over the next decade? ... The future of the investment industry will be determined by the actions investors take -- healthy or unhealthy, rational or irrational.... But how are investors acting? Why are they behaving that way? Is the industry delivering meaningful value?"
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| 13. |
European Pension Plans Struggle with Burden of 'Data Challenge'
State Street Corporation
Mar. 13, 2013
"The demand for more frequent and granular data has increased exponentially amid the renewed focus on governance and transparency over the past five years for all pension schemes.... [N]early 73 percent of European pension [plans] cite demands from internal governance and risk management functions as a challenge and 87 percent believe governance demands will escalate over the next five years."
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| 14. |
Over Half of European DB Plans Will Alter Risk Appetite
State Street Corporation
Feb. 6, 2013
"Over half of all European [DB] pension schemes (58 percent) plan to change their risk profile over the next three years to address funding challenges, according to a [recent] survey ... 60 percent of DB schemes will increase their allocation to alternative investments over the next three years. This result is in contrast to their actions over the previous three years, during which time only 28 percent increased their exposure to alternatives. With some appetite to take greater risk, 60 percent are saying they will increase their exposure to emerging markets, versus 35 per cent having done so over the last three years."
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| 15. |
Trustee Pulls Corporate Strings with Weight of New York State Pension Fund
Buffalo News
July 16, 2012
"As [New York's] state comptroller, Tom DiNapoli is not a member of Albany's exclusive three-men-in-a-room club. But inside the board rooms of some of the world's largest corporations, DiNapoli has come to be a recognized name of influence. His calling card? He is the sole trustee of the $150 billion state pension fund and where that money is invested. That makes him a player on Wall Street."
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| 16. |
These Three Firms Own Corporate America
The Conversation
July 20, 2017
"In the past, individuals and large institutions mostly invested in actively managed mutual funds ... But since the financial crisis of 2008, investors have shifted to index funds ... [F]rom 2007 to 2016, actively managed funds have recorded outflows of roughly $1,200 billion, while index funds had inflows of over $1,400 billion.... This shift, arguably the biggest investment swing in history, is due in large part to index funds' much lower costs.... The fast-growing index sector ... is dominated by just three giant American asset managers: BlackRock, Vanguard and State Street ... [which,] taken together, have become the largest shareholder in 40% of all publicly listed firms in the United States."
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| 17. |
Legal Same-Sex Marriage in New York State Leads Companies to Cut Partner Benefits
The Wall Street Journal; subscription may be required
June 30, 2011
At least two major employers -- Raytheon Co. and International Business Machines Corp. -- say New York employees in same-sex relationships now will have to get married if they want to qualify for the benefits. The companies appear to be the exceptions among big corporate employers.
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| 18. |
Cracks in the Pension Safety Net System?
Pension Risk Matters
Dec. 1, 2008
Excerpt: According to two separate news accounts, cracks may be appearing in the pension back-up systems for the United States and UK, respectively. Already jittery taxpayers may look at these warnings with heightened alarm. In 'Pension Agency Sounds Alarm on Big Three,' Wall Street Journal reporter John D. Stoll (November 28, 2008) writes that the Pension Benefit Guaranty Corporation ('PBGC') is worried that large automakers may offer early retirement or buyout deals to some plan participants, at the expense of those who remain.... In 'Pension lifeboat may be sunk by wave of firms being liquidated' (November 28, 2008), Phillip Inman and Simon Bowers - reporters for The Guardian - write that 'The Pension Protection Fund (PPF), which has already rescued more than 66 retirement schemes, may be forced to increase its levy on profitable companies to boost its finances or risk a government bail-out if more companies go bust.'
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| 19. |
The Hidden Cost of Letting Workers Telecommute
The Wall Street Journal; subscription may be required
June 17, 2011
[C]ompanies have been found liable for state corporate tax 'when the only connection to that state was that they had an employee telecommuting in that state.'
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| 20. |
Aetna vs. Obamacare
The Wall Street Journal; subscription may be required
Aug. 7, 2013
"So Aetna is pulling out of ObamaCare in Connecticut. As corporate identity crises go, this is like L.L. Bean quitting Maine or Apple leaving California -- for the moon. The iconic Connecticut-based company ... has been embroiled in a dispute with regulators over the premiums it wanted to charge next year on the state's subsidized insurance exchange ... Those rates must be approved by the state, which demanded arbitrarily lower ones in return for permission to sell its products."
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