Higher interest rates, changes in collateral used and other trends can result in higher revenues for institutional investors, such as DB plan sponsors.
Serving governmental retirement plans is viewed as attractive by many providers, simply due to the sheer size and stability of the clientele, but one ERISA attorney warns there...
The IRS prohibits DB plans from paying lump sums to in-pay retirees and beneficiaries,” but many terminated vested participants will view lump sums as attractive.”
New research suggests that total retirement assets in CITs have grown rapidly in the last few years and potential advantages can be very appealing for plan sponsors.
The 2017 J.P. Morgan Asset Management Guide to Retirement has been released, offering the firm’s updated take on the capital markets and the latest in personal financial planning.
Investing in a Roth versus a traditional IRA effectively raises the limit on what one can save, leading to materially greater wealth in retirement in the vast majority...
Product development and participant demands may open a wider door for retirement income solutions in the DC space, according to new research by Cerulli Associates.
Across both DB and DC plans, retirement assets total $19.1 trillion, according to data from a Federal Reserve report on total retirement asset holdings and flows.
Research from Cerulli Associates warns consumers broadly do not understand liquid alternative investments—what they are made of or how they are supposed to function.
Investment product providers and consumers face many challenges in today’s dynamic markets—but a surge in equity investment in the last year shows a clear willingness to accept risk...