Tag: Performance

A new paper published by the Social Science Research Network recommends a single private defined contribution (DC) pension system that can cover all working Americans, with a single...

Workers in most developed economies are struggling to address the financial implications of increased longevity and a lack of guaranteed income in retirement.

Rebounding from the economic downturn of 2008/2009, retirement plan participants and plan sponsors are renewing their focus on their retirement benefits.

A lower court applied the wrong standard when determining that R.J. Reynolds Tobacco Company (RJR) proved its fiduciary breach did not cause losses to retirement plan participants, an...

The average target-date fund (TDF) enjoyed nearly a 4% return for the second quarter of 2014, buoyed by U.S. large cap, emerging market and real estate equity holdings.

While much time is spent selecting investment managers, not nearly enough time is spent in establishing a processing for terminating such managers, says a recent paper from the...

Five years is something of an eternity when forecasting equity market risks and returns, but Northern Trust sees reason for optimism in its latest long-term capital markets outlook.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

The average account balance of consistent participants in 401(k) plans saw a 6.8% annualized increase between year-end 2007 and year-end 2012, says a new study.

While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.

Financial professionals were increasingly focused on market volatility in the second quarter of 2014, says a quarterly adviser sentiment survey from Fidelity Financial Advisor Solutions.

Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.

A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.

Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.

Financial worries are keeping people up at night, according to a Harris Poll.

Market corrections are notoriously difficult—many say impossible—to predict, but that doesn’t mean investors should abandon the idea of preparing in advance for the next correction.

Retirement plan sponsors may want to offer so-called responsible investment options in their plans, but may have some concerns.

The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.

New Securities and Exchange Commission (SEC) rule amendments establish structural and operational reforms aimed at addressing “run risks” in money market funds.

Russell Investments announced several updates to its Economic Indicators Dashboard, an analysis tool used by financial advisers to have informed conversations with clients about the U.S. economy.