Investment options focused on environmental, social, and governance (ESG) issues are of growing interest to retirement plans. Since 2014, Virtus affiliate Sustainable Growth Advisers (SGA) is a proud signatory to the United Nations Principles for Responsible Investment, which supports the integration of ESG factors into investment decisions in order to generate better risk-adjusted returns over time.
For use by plan advisors, these retirement resources and reference materials can help you better serve your clients and prospective clients. For retirement sales support, please call 860-243-4875.
Plan sponsors have a wide variety of investment solutions available to them in today’s retirement plan marketplace. This paper provides a framework for evaluating the potential benefits of including managed accounts as a complementary plan solution alongside participant-directed investments and target date funds.
With inflation a growing concern, retirement investors may wish to consider an allocation to non-traditional inflation hedges like high yield bonds and leveraged loans which offer little to lower duration risk, respectively, and a low correlation to investment grade bonds, as well as other benefits.
This primer examines the importance of fee benchmarking, a critical service that helps plan sponsor clients fulfill their ERISA fiduciary responsibilities and differentiate themselves in a crowded marketplace.
One of the most important components of an annual plan check-up is benchmarking plan metrics to determine how well it measures up to other plans. Regular benchmarking can identify potential weaknesses and provide an opportunity to recommend enhancements. This worksheet provides topics that may be appropriate for a plan’s annual check-up.