Data and Research | June 25th, 2024 DC Plan Investors Allocating to Cash Because of ‘Fear’ Anxiety could keep investors from participating in equity market gains and growth, Schroders data shows.
Investing | March 1st, 2024 PGIM: Core Menu Should Reflect Investment Needs of Older Participants Because equity funds tend to dominate core investment menus, PGIM argues in a new paper that there is a need...
Data and Research | February 17th, 2023 Worldwide Pension Assets Fell in 2022, to Lowest Level in 15 Years The decline for pension assets was the largest since the financial crisis of 2008, new data shows.
Data and Research | January 20th, 2023 Research Shows Workers’ Poor Grasp of Target-Date Funds Plan sponsors may need to bolster participant education for how target-date funds work, according to data from MFS.
Data and Research | December 12th, 2022 Morningstar Advises 3.8% “Safe” Withdrawal Rate, Balanced Portfolio Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...
Data and Research | December 1st, 2022 Average Account Balances Drop for Self-Directed 401(k) Brokerage Account Investors Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...