Tag: Benchmarks

J.P. Morgan Asset Management has revamped its Target Date Compass Program to help financial advisers steer plan sponsor clients through an increasingly complex target-date fund (TDF) selection process.

Invesco PowerShares Capital Management has launched the PowerShares Variable Rate Preferred Portfolio (VRP).

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

The attractiveness of pension annuitization, as tracked by Dietrich & Associates’ Pension Risk Transfer Index, is relatively unchanged from March.

New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached $88,600 during the first quarter of 2014, boosted by automatic plan features and...

For the past 30 years, investors, including retirement plan sponsors and participants, have found comfort in fixed-income investments.

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

The aggregate funded status of the 100 largest U.S. corporate defined benefit pension plans fell by $5 billion during March, as measured by the Milliman 100 Pension Funding...

More multiemployer pension plans have a favorable projected funding status for 2014.

March was a light trading month for defined contribution (DC) plan participants, according to Aon Hewitt’s 401(k) Index.

The estimated cost, as a percentage of accounting liability, of a U.S. retiree annuity purchase decreased during February from 108.5% to 108.4%, according to Mercer.

Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...

An independent study from financial research firm MacroRisk Analytics suggests the fi360 Fiduciary Score, a proprietary mutual fund rating system, has a strong correlation to investment performance.

The funded status of the typical U.S. corporate pension plan declined 0.5 percentage points in March to 92.1%, according to the BNY Mellon Investment Strategy & Solutions Group...

Building a portfolio to succeed in different return environments is an increasingly important goal of active asset managers—and explaining often-complex strategies is another.

For February, the average cost of purchasing annuities from an insurer decreased slightly from 108.5% to 108.4% of the accounting liability, according to the Mercer U.S. Pension Buyout...

In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.

The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, remained basically unchanged through February and into March.

A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.

For the United States, the estimated cost, as a percentage of accounting liability, of a retiree annuity purchase remained level during January at 108.5%, according to the Mercer...