Search results for: volatility
Investment-Oriented
Sequence of Return Risk
There’s more participants should understand than just cutting back on equities.
Cover Story
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition.
Self-Directed Investors Satisfied With Their Strategies in 2020
Most say they learned the importance of staying the course, despite market volatility.
Retirement Plans Will Likely Face More Litigation in 2021
A year marked by high volatility and rushed cybersecurity practices could bring a new wave of retirement plan litigation for 2021.
Investment Product and Service Launches
Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger Berman collaborate on CIT distribution; and more.
Are Your Clients Carrying Uncompensated Risk Into 2021?
With hopes and expectations for a continued market rebound through next year, it is the right time to address causes of ‘uncompensated risk’ in a long-term equity portfolio.
Financial Wellness Programs in Greater Demand During COVID-19
Prudential survey finds employees were looking for financial advice and emergency assistance.
Looking for Investment Standouts in the Current Environment
Asset managers share strategies retirement plan investors should consider to weather the low interest rate and volatile equity environment.
Nearly One-Quarter of Health Care Workers Have Decreased Their Retirement Savings
It should then come as no surprise that 38% are less confident they will have enough money to live comfortably in retirement, TIAA found.
Investing Leaders Look Ahead to a Biden Presidency
With the Democratic nominee leading polls over the past several months, investors have had ample time to consider the potential impacts of a Biden administration, sources say.
Magnifi Integrates Fi360 Fiduciary Score
Fi360 scores can recommend best-fit products while staying in compliance with Reg BI requirements.
Mercer Announces Plans to Launch PEP in 2021
The consultant has selected Empower Retirement as a recordkeeper for its outsourced 401(k) solution as well as for the intended pooled employer plan.
Assessing the Latest Market Jitters
One market watcher says optimism about the end of the coronavirus pandemic drove markets up, but a newly prevailing sense of reality has delivered a commensurate adjustment.
Can Fixed and Variable Annuities Go Together?
Investing experts say smartly pairing the two types of annuities with other investments in a retirement portfolio can deliver significantly more income compared with a traditional withdrawal strategy.
Gen X Facing the Stark Reality of Retirement
More than any other generation, its members are receptive to in-plan guarantees.
The Pandemic and Equity Compensation
COVID-19 has completely upended Americans’ financial lives, so it should be no surprise that many people have resorted to exercising stock options and other forms of equity compensation...
Advisers Can Help Retirement Plan Sponsors Regroup for 2021
Plan sponsors are looking for better financial wellness education and communication with employees after their experiences in 2020.
Further Stimulus Said to Be Already Priced into the Markets
The failure to pass a second fiscal stimulus package is causing volatility, experts said, adding to the normal pre-election jitters.
Consider Goals When Helping DC Plan Sponsors Select Annuity Options
Each type of annuity available to defined contribution plans has different features to match the goals of plan sponsors and participants.