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.
Data and Research | June 3rd, 2024 MFS: Sponsors Expect to Reevaluate Investment Lineups The investment reviews will happen as plan sponsors are even less confident than are participants about employees’ ability to retire...
Products | November 9th, 2023 Investment Product & Service Launches Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness...
Deals and People | September 5th, 2023 Principal, Mercer Hire New CIOs Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced...
Investing | June 13th, 2023 US Pension Funded Status Continues to Improve in May A drop in liabilities outweighed poor asset performance in May, causing funded status to modestly increase, according to firms’ analysis.
Data and Research | May 22nd, 2023 DB Plans Report High Returns in Q1 2023 After a poor performance in 2022, defined benefit plans are reporting positive returns so far this year as bond markets...
Investing | May 10th, 2023 Pension Funded Status Improves in April Thanks to Strong Equity Performance U.S. corporate pension plans’ funded levels improved marginally in April, and many are inching toward full funding, according to analyst...
Investing | April 11th, 2023 Increased Pension Fund Liabilities Overrode Investment Returns in March According to most analysts, the fall in discount rates raised liabilities by more than the growth in equities, leading to...
Data and Research | April 10th, 2023 Target-Date Funds Have Normalized Workers’ Equity Allocations Extreme and age-inappropriate allocations by workers to equities, of either 100% or nothing, have been solved by the Pension Protection...
Investing | March 13th, 2023 Lower Liabilities Somewhat Offset by Equity Volatility in February Overall, U.S. corporate pension funding levels experienced a slight increase last month.
Data and Research | March 6th, 2023 PennSERS Drops 12% in 2022 The pension fund lost $6.5 billion in asset value over the last year, ending a three-year streak of double-digit gains.
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.
Investing | February 14th, 2023 U.S. Corporate Pension Funding Remains Largely Unchanged in January Funding levels improved most for pension funds that have significant weighting towards equities, said Agilis.
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...
Investing | November 7th, 2022 October Was Another Light Trading Month For 401(k) Investors Traders favored stable value funds, with outflows coming from target-date funds and company stocks.
Investing | October 24th, 2022 Pandemic Era Stimulus Is Haunting the U.S. Economy Bank of America analyst says outsized federal aid led to inflation and rate increases.
Investing | October 12th, 2022 401(k) Trading in September Reflects Worst Month Since March 2020 Traders favored equities in the beginning of the third quarter as Wall Street posted gaining, but they preferred fixed-income funds...
Investing | September 7th, 2022 August 401(k) Trading Sees 2nd Lowest Trading Month The latest data from Alight Solutions show two above-normal trading days in August, with investors favoring equities during 13 of...
Investing | August 30th, 2022 Select 401(k) Balances Declined with Market in Second Quarter According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 19% lower than a year ago.