The Markets

The 2020 equity market outlook continues to hinge on whether a major secondary spike in COVID-19 infections can be prevented; news headlines on this front confirm this remains...

A mere 0.018% of balances were traded daily, according to the Alight Solutions 401(k) Index.

Additions to the Russell 3000 this year include Zoom Video Communications, Pinterest and Mimecast, highlighting the importance of communications technology in the midst of the coronavirus pandemic.

They say the Federal Reserve’s fiscal and stimulus moves have put a floor under the equity and bond markets.

Citing elevated valuations and rising tensions between the U.S. and China, some say a V-shaped recovery is unlikely.

Ninety-two percent of sponsors work with advisers, but only 70% are ‘very satisfied’ with their relationships.

A big part of the challenge is that everyone’s view of exactly what constitutes social and environmental responsibility is different.

Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.

There were more days when they moved into equities than fixed income.

Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and...

It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective...

Easing the impact on savings rates was the fact that personal consumption expenditures were down by 7.5% during the month of March, according to the Bureau of Economic...

Since this resource is viewed as a lifetime guaranteed income source, some older workers scrambling for relief are considering it their only solution.

Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than many broad market indices, thanks in no small part to the efforts...

Among the attractive but less-often-discussed features of collective investment trusts is the fact that the sponsoring trustee—a bank or trust company—must commit to acting in the best interest...