Tag: Markets

Funding levels of pension plans sponsored by S&P 1500 companies fell 6% in January, according to data from Mercer.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

A 16% increase in 2014 Pension Benefit Guaranty Corporation (PBGC) premiums pushed Mercer’s Pension Buyout Index into positive territory, meaning it could be cheaper for many employers to...

Plan participants are seeking a financially secure retirement, with more than one-third (34%) seeing the generation of guaranteed monthly income as the main goal of their retirement plan.

In an effort to decrease pension risk exposure and insulate their plans from fluctuating economic conditions, more defined benefit (DB) plan sponsors are realigning plan assets to better...

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

The Pension Benefit Guaranty Corporation (PBGC) proposed amendments to its multiemployer regulations to make the provision of information to PBGC officials and plan participants less burdensome.

Financial advisers who propose alternative investments to their clients can expect increased, ongoing scrutiny from the Securities and Exchange Commission (SEC).

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

The cost of purchasing pension annuities from an insurer increased to 108.5% of liabilities during December 2013 as higher Pension Benefit Guaranty Corporation (PBGC) premiums kicked in.

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.

Advisers to defined benefit (DB) retirement plans may face challenging allocation questions as the funded status of corporate pension funds improves.

Defined contribution (DC) plan participants saw average daily transfer activity increase in December 2013 over the previous month, according to the Aon Hewitt 401(k) Index.

The Dietrich Pension Risk Transfer Index has started 2014 on a high note, climbing 1.2 points since December 2013.

Year-end analysis shows a strong finish for equity markets in 2013, with net flows for stock funds and exchange-traded funds (ETFs) exceeding $400 billion.

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

Signs of a brightening economy include investors planning to buy cars or homes, and making travel plans, a survey says.

Global asset manager Russell Investments is implementing a series of strategic asset allocation changes to several retail product offerings in the U.S. market.

Advisers note that consumer anxiety has a negative impact on financial planning and investment decisions, a survey of financial advisers finds. 

RBC Global Asset Management Inc. released four new emerging markets and fixed-income fund options.