Tag: Performance

The Milliman 100 Pension Funding Index shows that the funded status of the 100 largest corporate defined benefit (DB) pension plans improved to 93.9% during November.

Common assumptions for estimating retirement costs may inflate actual needs.

The Towers Watson Pension Index reached a five-year high during November.

A research brief from Russell Investments finds that funding levels for pension plans improved significantly in the last year.

Nearly one in four U.S. households age 50 to 59 wants more investment advice—and is willing to pay for it.

Investors can expect more broad-based and self-sustaining recovery next year as economic conditions in the U.S. and Europe continue to improve, new analysis shows.

Both defined benefit (DB) and defined contribution (DC) plans can benefit from outsourcing chief investment officer functions, says Debra Woida, delegated investment services head at Towers Watson.

Analysis from the Center for Retirement Research (CRR) shows strong equity returns and modest housing price increases since 2010 have done little to improve most Americans’ retirement outlook.

The funded status of the typical U.S. corporate pension plan in November improved 2.1 percentage points to 93.9%.

Accounting for the source of funded ratio increases within defined benefit (DB) plans is critical for preventing imprudent fixed-income purchases, new research shows.

Horizons ETFs Management (USA) LLC launched the Horizons S&P Financial Select Sector Covered Call ETF.

The American Benefits Council wants to clarify possible misconceptions surrounding deficit information from the Pension Benefit Guaranty Corporation (PBGC).

The annual report of the Pension Benefit Guaranty Corporation (PBGC) puts the agency’s deficit at about $36 billion for the 2013 fiscal year.

Improved corporate efficiency and earnings margins helped drive markets to record highs in 2013, but a number of trends could shift equity...

Growing levels of student loan debt could force today’s college graduates to retire more than a decade beyond the current average retirement age.

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

The adviser site at OppenheimerFunds has been enhanced with new features and additional ways to compare funds and judge performance.

American Independence Financial Services LLC rolled out the Risk-Managed Allocation Fund, an exchange-traded fund (ETF) that seeks long-term growth and is available in three share classes.

The risk management firm has released R-Squared Risk Solutions, tools to manage and forecast portfolio risk.

Alison Cooke Mintzer moderated a roundtable discussion with Elaine Sarsynski, Tom Skrobe and John Galateria on the roles of advisers.