The Markets

The annual report of the Pension Benefit Guaranty Corporation (PBGC) puts the agency’s deficit at about $36 billion for the 2013 fiscal year.

The value for the Dietrich Pension Risk Transfer Index has increased since October.

The Aon Hewitt 401(k) Index showed six days of above-normal daily transfer activity during the month of October.

Equity funds and exchange-traded funds (ETFs) are on track to attract $450 billion in 2013.

Fidelity Investments says the average balance of its 401(k) plan accounts rose to a record high of $84,300 at the end of the third quarter.

The 401(k) market’s annual growth rate is holding at 9% and could push total assets beyond $4.2 trillion next year, a report from Ignites Retirement Research shows.

U.S. exchange-traded funds (ETFs) posted more than $26.6 billion of inflows during the month of October, increasing year-to-date inflows to $152.9 billion.

Defined benefit pension plans that are less funded invest more aggressively, according to an analysis by Towers Watson.

Estimated mutual fund inflows for October set the highest monthly pace measured since January, with U.S. equity funds collecting $10.5 billion in new assets.

A strategy that is more than 50 years old, smart beta is receiving new attention as investors seek alternatives to passive, index-based asset management.

Returns for target-date and target-risk funds were around 5% for the third quarter, according to Morningstar, Inc.

There has been much discussion about moving away from fixed income investments as a response to rising interest rates, but this may not be necessary, a study suggests.

Improved corporate efficiency and earnings margins helped drive markets to record highs in 2013, but a number of trends could shift equity...

Inflows to equity strategies remained strongly positive in September, clocking in at $40 billion for equity mutual funds and ETFs.

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

The Dietrich Pension Risk Transfer (PRT) Index increased during September, growing from 94.77 to settle at 96.19 as of October 1, 2013.

The hundreds of investment management firms with membership in the Investment Company Institute (ICI) are “deeply concerned” about the potential of a federal government default, especially those with...

Small-cap growth funds represent a potentially effective way for those with retirement saving shortfalls and concerns about improving portfolio growth to provide additional stock and sector diversification while...

Rising interest rates and the expectation for the Federal Reserve to begin tapering off its bond-buying stimulus program do not necessarily imply diminishing returns for fixed income securities.

Total U.S. retirement assets were $20.9 trillion as of June 30, according to a recent analysis from the Investment Company Institute (ICI).