Tag: Markets

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.

The glide path of a target-date fund (TDF) should reach its landing point at the investor's actual retirement date, according to a new BlackRock study.

Employees are recognizing that their financial vulnerabilities are most likely resulting from factors they can control rather than external factors such as the economy or stock market, a...

The use of exchange-traded funds (ETFs) by institutional investors is increasing, a study finds.

Affluent investors surveyed by Legg Mason identified the decisions they made that have had a positive impact on their investment success.

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

Aon Hewitt’s 401(k) Index shows April was another light trading month for defined contribution (DC) plan participants.

The funded status of the largest U.S. corporate defined benefit (DB) pension plans decreased in April, shows data from consulting and actuarial firm Milliman Inc.

The Towers Watson Pension Index dropped 1.2% for the month of April to reach a value of 74.3, showing a decrease in the funded status of U.S. corporate...

Survey results from the LIMRA Secure Retirement Institute (SRI) indicate that in-plan guaranty features are growing in number and in assets.

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

Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.

Funding for corporate defined benefit (DB) plans decreased in April, says an analysis from the BNY Mellon Investment Strategy and Solutions Group (ISSG).

Fewer Americans plan to rely on a 401(k) account as their main source of retirement income than planned to prior to the recession, according to a recent Gallup...

The estimated funded level of defined benefit (DB) plans sponsored by S&P 1500 companies fell another 1% in April to 84%, according to Mercer.

Small plans underperformed large plans for the first quarter of 2014, pulling the median return for all institutional assets tracked by the Wilshire Trust Universe Comparison Service (TUCS)...

Plan officials need to offer a greater variety of target-date fund glide path options to meet the differing needs of participants, Transamerica says in a new white paper.

The aggregate funded ratio for U.S. corporate defined benefit (DB) pension plans decreased to 86% in April, according to Wilshire Consulting.