Investing

Plan sponsors and their retirement industry providers can take steps toward facilitating greater coordination and use of systematic withdrawals by plan participants.

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings.   

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.

A drop in liabilities outweighed poor asset performance in May, causing funded status to modestly increase, according to firms’ analysis.

The narratives of the two parties have consolidated around opposing views and how those views relate to fiduciary duties.

Great-West, parent of Empower, will shed its asset management division but gain a 6.2% stake in Franklin.

What a prolonged debt ceiling fight could cost retirement investors.

U.S. corporate pension plans’ funded levels improved marginally in April, and many are inching toward full funding, according to analyst firms.  

Economist and investor Jeremy Siegel favors stocks, REITs and certain high-yield bonds for long-term investing.

Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.  

According to most analysts, the fall in discount rates raised liabilities by more than the growth in equities, leading to deterioration of funded status in March.

A Republican-introduced bill in North Carolina would make it state policy to “assist private sector working households” in saving for retirement.

Federal Reserve Chairman Jerome Powell says the FOMC remains 'strongly committed to bringing inflation back down to our 2% goal.'

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.

To keep the defined benefit plans active or not? That is the question for many plan sponsors.

Liability-driven investment, lump-sum distribution and de-risking options are all on the table, experts say.

Overall, U.S. corporate pension funding levels experienced a slight increase last month.

Funding levels improved most for pension funds that have significant weighting towards equities, said Agilis.

In Q4 2022 the number of tax-preferred education savings and prepaid accounts rose to more than 16 million.