Tag: Markets

A new report finds that Pension Benefit Guaranty Corporation (PBGC) premium increases would negatively impact the defined benefit (DB) pension system.

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. 

Insurance providers plan to continue to scale back offerings of lifetime income products, according to new research from financial analytics firm Cerulli Associates.

More than eight in 10 Americans (83%) are optimistic about their financial future, says a new survey from Lincoln Financial Group.

Defined contribution (DC) plan participants bucked the stock market adage of “sell in May and stay away,” continuing recent trends with a light trading month in May, says...

J.P. Morgan has entered the exchange-traded fund (ETF) market through the launch of a geographically diverse suite of core equity ETFs called the Diversified Return ETFs.

Long-term funds netted $39.2 billion in May, increasing the year-to-date intake to $215 billion, according to Strategic Insight (SI).

Global asset manager Russell Investments announced the annual realignment of its global equity indexes to reflect market changes from the past year.

The effort to de-risk defined benefit (DB) pension plans is an immensely complex task that presents no shortage of challenges or opportunities to retirement plan sponsors and consultants.

Average 401(k) account balances have increased 93% since the economic downturn of 2009, according to research from The Principal Financial Group.

New research from a coalition of retirement industry groups suggests financial advisers are moving away from the use and recommendation of annuities, despite industry buzz around income products.

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets.

Retirement plan participants need to look at their investments over a longer time horizon, says a recent paper from Fidelity Investments, especially when they use target-date funds (TDFs).

A pervasive fear of running out of money in retirement is not causing Americans to spend less today, according to Bank of America Merrill Lynch.

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

Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between 2010 and 2012, according to a new analysis from the Employee Benefit Research...

Market volatility and questions about interest rates have brought asset allocation and portfolio management to the forefront for financial advisers, according to a Fidelity Investments survey.

For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash flows into the funds, says Ibbotson Associates Inc.

Frequent trading by some 401(k) participants is eliciting a response from fund providers such as Vanguard and T. Rowe Price.

Long-term funds netted $45.2 billion in April, bringing year-to-date intake to $176 billion.