Tag: asset allocation

64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...

Experts discuss how to diversify—and remain calm—despite the headlines.

After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations...

Managed accounts, target-date funds, hybrid funds and risk-based models are all prevalent in today’s defined contribution retirement plan marketplace.

The program from GoalPath offers target-date funds that consider not just a participant’s age but other data, and it emphasizes retirement income over account balances.

The consulting firm says that few plan sponsors pay close attention to how their employees allocate their retirement savings.

This is despite having lived through two bear markets.

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and...

The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products. 

Only 2.7% discontinued contributions, according to the ICI.

The younger the investor, the more likely they are to have their money invested in equities, while older investors are more likely to gravitate to fixed-income securities, according...