Tag: Performance

Average daily transfer activity for defined contribution (DC) plan participants remained unchanged in January compared with the previous month, according to the Aon Hewitt 401(k) Index.

Large corporate pension plans lost asset values and gained liabilities during January, resulting in a decrease in overall funded status.

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

Funding levels of pension plans sponsored by S&P 1500 companies fell 6% in January, according to data from Mercer.

The funded status of U.S. corporate pension plans fell 4.2% during January to reach 91%, according to the BNY Mellon Investment Strategy & Solutions Group (ISSG).

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

A 16% increase in 2014 Pension Benefit Guaranty Corporation (PBGC) premiums pushed Mercer’s Pension Buyout Index into positive territory, meaning it could be cheaper for many employers to...

Plan participants are seeking a financially secure retirement, with more than one-third (34%) seeing the generation of guaranteed monthly income as the main goal of their retirement plan.

In an effort to decrease pension risk exposure and insulate their plans from fluctuating economic conditions, more defined benefit (DB) plan sponsors are realigning plan assets to better...

The Pension Benefit Guaranty Corporation (PBGC) proposed amendments to its multiemployer regulations to make the provision of information to PBGC officials and plan participants less burdensome.

Financial advisers who propose alternative investments to their clients can expect increased, ongoing scrutiny from the Securities and Exchange Commission (SEC).

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

The Department of Labor (DOL) has reached a settlement with Western Asset Management Company, a subsidiary of Legg Mason Inc.

The SPARK Institute Inc., a lobbying group for retirement plan service providers, is hoping to secure more flexibility from federal regulators regarding certain investment-related disclosure requirements.

The cost of purchasing pension annuities from an insurer increased to 108.5% of liabilities during December 2013 as higher Pension Benefit Guaranty Corporation (PBGC) premiums kicked in.

When you take on investment risk, you know returns could be high or low. But what that means for a multiemployer pension plan is different than for a...

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.