Tag: Performance

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.

J.P. Morgan Asset Management has revamped its Target Date Compass Program to help financial advisers steer plan sponsor clients through an increasingly complex target-date fund (TDF) selection process.

Invesco PowerShares Capital Management has launched the PowerShares Variable Rate Preferred Portfolio (VRP).

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.

The attractiveness of pension annuitization, as tracked by Dietrich & Associates’ Pension Risk Transfer Index, is relatively unchanged from March.

New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached $88,600 during the first quarter of 2014, boosted by automatic plan features and...

For the past 30 years, investors, including retirement plan sponsors and participants, have found comfort in fixed-income investments.

Investors in North America and Europe are making use of smart beta indexes in diverse ways, according to a survey from global asset manager Russell Investments.

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

The hottest issue for those in the retirement benefits industry right now is benefit adequacy, according to Fred Reish.

Employers are finding more reasons to de-risk their defined benefit (DB) retirement plans, says a new analysis from Buck Consultants.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

New research indicates defined benefit (DB) plans will turn increasingly to alternative investments during 2014.