The Markets

Assuming all retirement portfolios will be spent down by the time of the owner’s death leaves some investors with less-than-optimal advice, one investment expert warns.

A recent Legg Mason survey finds affluent U.S. investors predict their average net retirement expenses could top $2.5 million without significant lifestyle changes.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

The market is poised for accelerated defined benefit pension plan risk transfer activity, according to speakers featured in a Mercer webcast.

Northern Trust wants to put an end to litigation that has been ongoing since 2009.

A new report from Cerulli Associates notes that during the past year, robust equity markets decreased the value of pension liabilities, and resulted in improved funding levels for...

In total, U.S. Equity funds saw outflows in January.

It can be hard to separate noise from actionable insight when discussing investing trends, but two industry experts say now is clearly the time to get ahead on...

Lump-sum payments from Lockheed Martin’s defined benefit pension plan to certain former employees significantly reduced its pension benefit obligations—though not enough to offset a mortality-related increase.

Financial research and benchmarking provider CEM Benchmarking says its most recent report contains enough data to prove active investing is worthwhile for pension funds, if executed efficiently and...

Aon Hewitt’s 401(k) Index shows there were five days of above-normal trading activity in the month of January 2015–more days than the previous two months combined.

A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.

Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.

Rapid growth in exchange-traded fund assets is causing significant change at asset management firms, including many...

Institutional asset managers are still bullish on U.S. stocks for 2015, though global volatility concerns continue.

The Timken Company has agreed to purchase a group annuity from Prudential to pay retirees’ future pension benefits.

Plan sponsors and advisers should consider the steps that go into a prudent process for selecting a provider if they want to include a lifetime income solution in...

The SEC has charged Standard & Poor’s with fraudulent ratings conduct related to ratings of mortgage-backed securities.

A PIMCO Total Return Fund investor lawsuit calls into question compensation paid to former co-chief investment officers and co-chief executive officers Mohamed El-Erian and Bill Gross.