The Markets

While trading during the month favored fixed-income funds, with the positive stock market movements, average asset allocation in equities increased from 67.1% in September to 67.3% in October.

The Securities and Exchange Commission’s (SEC)’s Office of Compliance Inspections and Examinations found some concerns related to money market funds and target-date funds.

Comparing the “quality” of target-date funds is not a straightforward operation. One must decide how to prioritize performance, risk and many other factors when making a prudent investment...

Experts see more value for participants to move their money from one 401(k) to another 401(k) than from a 401(k) to an individual retirement account.

Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income.

Experts say this has never been more important, with TDFs projected to hold more than half of all retirement plan assets by 2025.

The largest funds tend to have the highest ratings from objective third parties, while the smallest funds generally fail to receive positive marks.

The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income, according to Alight.

The 2019 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide breaks down the custom TDF market by provider, series name, glide path landing point, number of funds per series, and...

The retirement plan industry is flush with data points and analyses. In this edition of Data Mine, we have dug...

Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.

Managed accounts, target-date funds, hybrid funds and risk-based models are all prevalent in today’s defined contribution retirement plan marketplace.

“We’ve heard the need for these investment options in 403(b) plans from advisers, consultants and plan sponsors for decades,” says Bruce Corcoran, managing vice president/head of 403(b) Business...