Search results for: volatility

Putnam Investments has launched a suite of target absolute return mutual funds designed to seek annualized total returns of 1%, 3%, 5%, or 7% above those of Treasury...

The top concerns of fund managers during the next 10 to 20 years focus on inadequate retirement incomes from defined contribution (DC) plans for large segments of the...

Despite a challenging 2008, independent advisers surveyed in an SEI Quick Poll are positive about success in the coming year.

With recent market volatility, a concern that some participants are too aggressively invested in equities has been added to the ongoing concern that some participants are invested too...

Investment management firm Calvert has announced the launch of the Calvert Government Fund.

Cerulli Associates says asset managers will look toward more progressive approaches with target-date funds in the next year.

Most of the millions of American workers who invest for retirement through a 401(k) plan are staying the course despite tumultuous markets, and want to preserve the 401(k)’s...

The U.S. House of Representatives passed the Worker, Retiree and Employer Recovery Act of 2008 by unanimous consent.

A study released by Pershing Advisor Solutions LLC found that challenges and priorities have changed for RIA firms in the last two years.

OppenheimerFunds, Inc. (OFI) Retirement Solutions Division announced the launch of Lifetime Income Distributor.

A Mercer survey indicates that the economic realities of the past year have led retirement plan participants to lower their retirement expectations.

A Vanguard analysis finds participants are heeding expert advice to stay the course during the market turmoil, and are not trading and withdrawing funds in a panic.

Plan designs should evolve beyond their focus on helping employees accumulate an adequate amount of retirement savings to a focus on encouraging participants to secure lifetime income during...

Three-fourths of financial advisers polled in a new JPMorgan Funds-sponsored survey said that when evaluating target-date fund options, plan sponsors lack clear and objective criteria for selecting the...

People in a recent poll turn first to Web sites and news sources and then to financial professionals for financial information.

As market turbulence takes its toll on everything from 401(k) account balances to pension plan funding, employers are scrambling to assess the full impact on their retirement programs.

Mercer launched a new section of its corporate Web site that provides insights and solutions to the challenges posed by the economic environment.

While only three in 10 of polled Boomers are working with a financial professional, those who are show more optimism about their finances.