Tag: Investing

Target-date funds (TDFs) were introduced into the market almost 19 years ago with a simple intention—to provide a coherent investment strategy for participants from the time they enter...

As the retirement security of having a defined benefit (DB) plan has become a thing of the past, the role of the plan sponsor has also changed.

ADP released the ADP Plan Health Review, a tool to help plan sponsors measure the retirement readiness of their employees.

T. Rowe Price filed a preliminary prospectus with the Securities and Exchange Commission (SEC) to launch 11 target-date funds (TDFs).

The ClearDirection 401(k), introduced by CUNA Mutual Group, offers support for plan advisers such as optional co-fiduciary options and an open architecture design. 

Unified Trust Company hired Andrew Windsor as a retirement investment analyst.

T. Rowe Price International Ltd named Arif Husain head of international fixed income.

Jefferson National added seven funds designed to meet the needs of registered investment advisers (RIAs) and fee-based advisers. 

Retirement savings, health issues and their children’s finances are concerns for women; while men worry about debt, both household and the national level.

Morningstar, Inc. expanded its equity coverage with the introduction of quantitative ratings and reports for approximately 28,000 companies globally.

Overall, target-maturity funds had a good first quarter in terms of performance and asset inflows, according to Morningstar’s Ibbotson Associates.

The median return of the BNY Mellon U.S. Master Trust Universe was 4.53% for the first quarter, marking the third consecutive quarter of positive returns.

Plan Sponsor Advisors (PSA) has released a diagnostic tool which helps determine the best target-date strategies for retirement plans based on behaviors and demographics.

The Vanguard Group launched a campaign that uses coffee to help people better understand the role costs play in long-term investing.

 How people deal with their student debt could derail their efforts to save for retirement. 

Segal Rogerscasey and Frontier Advisors have established the Global Investment Research Alliance (GIRA).

 Russell Investments’ Asset Class Dashboard was developed to help advisers establish context and perspective with clients when evaluating the performance of asset classes. 

Laurie Russman was hired as the managing director of the distribution team at MacKay Shields LLC.

Jon Reiners was named vice president and business development officer at U.S. Bank Institutional Trust and Custody in Denver.

Financial Engines is expanding its services to include management of Individual Retirement Accounts (IRAs).