Tag: Performance

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

The financial health of the largest U.S. corporate defined benefit (DB) pension plans improved during 2013, says a new analysis.

Since the Department of Labor (DOL) proposed including lifetime income illustrations on retirement plan participant statements, no doubt most in the industry have assumed the information would come...

Same-gender couples need to become aware of the many workplace benefits and financial planning strategies that are now available, says James Mahaney of Prudential.

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.

A strong recovery in asset values and pension funding levels hasn’t slowed the pace of change in institutional investment portfolio strategies, according to an analysis from Greenwich Associates.

New indices released by Thomson Reuters offer liquid access to and performance analysis of the U.S. private equity industry.

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

In a reversal of the past four months, participants of defined contribution (DC) retirement plans favored fixed-income investments in February, according to Aon Hewitt’s 401(k) Index.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

Group pension buyouts experienced strong sales during 2013, says a new survey.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Defined benefit plan sponsors have a window of opportunity to take action on pension risk.

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

The latest release of the Milliman Pension Funding Index, which tracks performance at the largest U.S. private pension plans, shows February brought moderate funded status improvements despite falling...

One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

The head of retirement at J.P. Morgan Asset Management says his firm is seeing considerable, yet largely unmet demand for guidance about withdrawals and spending in retirement.

The funded status of the typical U.S. corporate pension plan improved 1.7% in February to reach 92.6%, as most asset classes gained during the month.