Tag: Performance

Estimated funding levels of pension plans sponsored by S&P 1500 companies fell 2% in February to 87%.

In a stronger position, new choices are being made in the management of pensions in Russell Investments’ $20 billion club.

The Dietrich Pension Risk Transfer Index fell nearly three points in February to 95.33.

Broadridge Financial Solutions reached an agreement with Pension Data Resources, Inc., to provide clients with plan assessment and benchmarking capabilities based on compiled Form 5500 data.

BPAS, a provider of retirement plan administration services, launched the “Retirement Gap Report” report to help clients assess the overall health of their retirement plans.

A Yale Law School professor known for making waves in the retirement industry released a study arguing plan sponsors tend to establish investment menus that encourage underperformance.

Asset management firm State Street Global Advisors (SSgA) says its SPDR Barclays 0-5 Year TIPS ETF began trading this week.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.

A joint survey from four retirement industry advocacy groups, released as part of America Saves Week, finds improving macroeconomic conditions haven’t reversed widespread savings challenges.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

New analysis from State Street Global Advisors (SSgA) shows smart beta strategies, designed to take advantage of both active and passive investing principals, are gaining popularity.

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.

The Towers Watson Pension Index dropped 5.1% in January.

The recent decrease in the funded status of defined benefit pension plans highlights the need for plan sponsors to possess a strategy for locking in a favorable funded...

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.