Tag: Performance

Participants in a Northrop Grumman retirement plan are just the latest to file a lawsuit alleging their employer willingly paid excessive provider fees—seeking to certify a class of...

Kicking off the second day of the PLANADVISER National Conference, two retirement plan thought leaders, with BlackRock and J.P. Morgan, discuss practical solutions to the most pressing plan...

On the last day of trading in 1996 the S&P 500 Price Index stood well below 800; since then it has crossed the 1,500-point mark no fewer than...

OCIO clients cite a lack depth of internal expertise to manage assets across a broad spectrum, especially as it pertains to alternatives exposure and global assets portfolios.

Cerulli research highlights the ongoing push among institutional asset owners away from investments that include revenue sharing. 

Forthcoming regulatory reform continued to significantly impact money market allocations during July, according to Strategic Insight.

Northern Trust Universe data shows the second quarter of 2016 was the third consecutive quarter of modest positive returns for institutional asset owners, with returns clocking in just...

Data from the Aon Hewitt 401(k) Index shows relatively vigorous trading activity by U.S. retirement plan participants. 

Plan participants and sponsors face an impressive amount of complexity and diversity when assessing target-date funds.

According to ICI data, at year-end 2014, nearly a third of Roth IRA investors were younger than 40, compared with just 15% of traditional IRA investors. 

“Weak international returns contributed to a median plan return that underperformed the 60/40 portfolio in the second quarter and for the year ending June 30, 2016," says Robert...

Monthly net redemptions from money market funds totaled $18.4 billion during the month of June.

The United States ranks 14th on the relative retirement security of its working population, according to the 2016 Global Retirement Index released by Natixis Global Asset Management.

Despite warnings from service providers and even current retirees, Americans still significantly overestimate the number of years they’ll be able to hang around in the workplace. 

Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment. 

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

A new analysis uses data on all active employees of the Federal Reserve System to examine contribution behavior in the Thrift Saving Plans—granting insight into the behavior of...

Investors’ search for low-cost and passively managed funds is a primary reason.

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index.