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“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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21 Matching News Items |
| 1. |
PLANSPONSOR
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. |
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. |
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. |
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. |
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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| 6. |
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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| 7. |
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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| 8. |
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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| 9. |
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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| 10. |
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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