Bridgebay
Institutional Money Market Reform - Part 1 of 3
Money market funds are under the SEC microscope again with significant reforms being contemplated by the SEC. Based on how money market fund
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Bridgebay
- Apr 29
- 2 min
Brokerage Window Fiduciary Issues
There are several fiduciary issues that a plan sponsor should consider when adding a brokerage window to their 401(k) or 403(b) plan. The...
Bridgebay
- Mar 5
- 2 min
Morningstar ESG Update
A recent Morningstar, Inc. analysis in 4Q2021 resulted in the ESG (Environmental, Social and Governance) label being removed from more...
Bridgebay
- Feb 15
- 1 min
Update on DOL ESG Proposed Rules
The DOL continues to focus on how climate change, social and governance factors (ESG), may impact ERISA-covered retirement plans and has...
Nicholas Zaiko, CIMA
- Jan 11
- 3 min
Part 3 - DOL Fiduciary Guidance on Managed Accounts in 401(k) Plans
Field Assistance Bulletin (FAB) 2007‐1 FAB 2007‐1 provides a detailed summary of the duties involved in selecting and monitoring a...
Nicholas Zaiko, CIMA
- Dec 11, 2021
- 1 min
Part 2 - Well Designed Managed Account Programs in 401(k) Plans
A plan sponsor should consider several features and services for a well‐designed managed account program: Independent Professional...
Nicholas Zaiko, CIMA
- Nov 27, 2021
- 3 min
Part 1 - Fiduciary Considerations: Managed Accounts in 401(k) Plans
The decision to use an advice provider or managed account provider involves fiduciary responsibility in the prudent selection,...
Nicholas Zaiko, CIMA
- Oct 30, 2021
- 4 min
ESG and Proxy Voting Rules Update
Source: American Society of Pension Professionals & Actuaries (ASPPA), October 13, 2021. The Department of Labor released a proposal in...
Bridgebay
- Oct 16, 2021
- 7 min
Market Review 3Q 2021
The quarter was mixed for fixed income returns. High-frequency data indicates that economic activity is surging, aggregate household...
Nicholas Zaiko, CIMA
- Jul 17, 2021
- 2 min
Self-Directed Brokerage Accounts
Many defined contribution plan administrators offer brokerage window options. If a plan sponsor decides to add this feature, the...
Bridgebay
- Jul 17, 2021
- 8 min
Market Review 2Q 2021
The US economic recovery continued to accelerate in 2Q2021 as the rollout of COVID-19 vaccinations expanded the economic re-opening...
Bridgebay
- Apr 10, 2021
- 6 min
Market Review 1Q 2021
March 2021 completed a year since the liquidity crisis in March-April 2020 at the beginning of the COVID-19 pandemic. The Federal...
Nicholas Zaiko, CIMA
- Jan 30, 2021
- 1 min
DOL Final Rule on ESG Investments in 401(k) Plans
On October 30, 2020, the U.S. Department of Labor issued its final rule on Financial Factors in Selecting Plan Investments (“Final Rule”)....
Bridgebay
- Jan 9, 2021
- 8 min
Market Review 4Q 2020
COVID-19 case growth dominated news flow at the start of the year but encouragingly, rapid vaccine discovery and the start of...
Nicholas Zaiko, CIMA
- Oct 24, 2020
- 2 min
DOL Submits Final ESG Rule
On October 14, 2020, the US Department of Labor submitted its final rule addressing environmental, social and governance (ESG) factors in...
Nicholas Zaiko, CIMA
- Oct 10, 2020
- 7 min
Market Review 3Q 2020
After the severe economic shock from Covid-19, market sentiment rebounded from the March 2020 lows when credit spreads exploded. Many of...
Nicholas Zaiko, CIMA
- Aug 22, 2020
- 2 min
DOL Proposal to Restrict ESG Investing
European pension plans and institutional investors have long been prioritizing ESG investments. In the US, the acceptance of ESG...
Bridgebay
- Jul 16, 2020
- 5 min
Market Review 2Q 2020
After the severe economic shock from COVID-19, market sentiment rebounded from the March 2020 lows when credit spreads widened...
Bridgebay
- Jun 30, 2020
- 2 min
DOL Affirms Private Equity in Asset Allocation Funds
Target date funds and other asset allocation solutions for defined contribution plans continue to grow and evolve. The DOL issued...
Bridgebay
- Apr 11, 2020
- 5 min
Market Review 1Q 2020
The US economy was very strong during January and February with low inflation, historically low unemployment and slow but steady economic...