Tag: Investing

Defined benefit (DB) plans experienced the worst decrease in funded status in the 12 years since Milliman Inc. began tracking it.

Negative domestic and international returns may have caused U.S. institutional investment plan sponsors in the Northern Trust Universe to lose 1.5% at the median in the second quarter.

The funded status of the typical U.S. corporate pension plan reached a record low in July.

Researchers in Morningstar’s Investment Management division released a paper that explores the true risk of guaranteed investment products and how they should be modeled.

A higher selection rate of target-date funds makes Gen Y 401(k) participants (those born between 1979 and 1991) the most properly allocated, Fidelity found.

F-Squared Investments will serve as sub-adviser for the newly launched Reliance Trust AlphaSector Target Risk Collective Trust Funds.

Matrix Financial Solutions updated its Matrix RetireTool(k)it.

Those who start saving for retirement in their 20s can make nearly double what an investor beginning in their 30s can, because of compounding, research suggests.   

A report from S&P Dow Jones Indices reveals record pension and other post-employment benefits (OPEB) underfunding for the S&P 500 companies.

A majority of large U.S. corporate pension plans are underfunded, with future contributions a material expense for many over the coming years, according Fitch Ratings.

Risk parity is used by defined benefit plans to protect against downside risk, but “there’s no reason DC sponsors shouldn’t use it,” Invesco noted.

Standard & Poor’s designed its new Target Date Style Index Series to help plan sponsors with comparisons for “to”...

Employees across the United States are willing to save more for retirement and report that there is room in their budgets to do so.

Some women say if their relationship with a spouse or partner terminated, they would also end their relationship with a financial adviser. 

Plunging discount rates drove up pension liabilities in June, swamping asset improvement and capping a bad second quarter. 

The funded status of the typical U.S. corporate pension plan rebounded 1.8 percentage points to 71.6% in June, according to the BNY Mellon Pension Summary Report.

Contribution activity could remain above the minimum requirement despite a bill that gives defined benefit (DB) plan sponsors funding relief, a report contends.  

BNY Mellon has created a unit to help clients manage collateral.