Tag: Managed accounts

More than three-quarters of small business employees who participate in their firms' 401(k) plans have well-constructed, appropriately diversified investment portfolios, according to Vanguard.

Retirement plan participation and savings rates are rising due to adoption of automatic plan features, says Vanguard in “How America Saves 2014.”

Target-date funds (TDFs) are again put in the Department of Labor (DOL) spotlight for comments. Widely held in retirement accounts, TDFs may not be fully understood by investors. 

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.

T. Rowe Price, a provider of investment management services, has launched the new Credit Opportunities Fund.

A greater focus on participant outcomes and their own fiduciary responsibilities may be leading more plan sponsors to adopt managed accounts for their retirement plans.

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.

CoPiloted, a Boston- and Seattle-based startup, wants to help workers grow 401(k) and individual retirement account (IRA) assets through a new managed account solution.

Research from the Employee Benefit Research Institute (EBRI) reveals that more employees are preserving their retirement savings as they change jobs.

Fidelity Investments says the average balance of its 401(k) plan accounts rose to a record high of $84,300 at the end of the third quarter.

Fidelity Investments said it would readjust glide paths and asset-allocation strategies for its Freedom Fund product line in an attempt to improve...

Within the next few years, more than half of 401(k) participants will be entirely invested in a professionally managed investment option, Vanguard predicts.

A partnership between Fiserv and Financial Market Data Services produced a new solution for fully outsourced, end-to-end securities class-actions claims processing.

Fiserv Inc. updated its Unified Wealth Platform with advanced trading and modeling capabilities, improved model data reporting and more intuitive user interfaces.

Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.

Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.

Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.