Tag: Performance

More employers are recognizing employees need financial education programs to help them deal with financial challenges.

American's retirement readiness levels are not as bad as some predictions make them out to be, according to a Towers Watson report.

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.

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

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...

Showing plan participants how well and how much their best-performing peers save is highly motivating, Putnam Investments finds.

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.

Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.

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.

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

The 11th U.S. Circuit Court of Appeals used its own case history to dismiss a lawsuit brought by participants in a Delta Air Lines employee stock ownership plan...

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.

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