Data and Research | January 18th, 2024 December Stock Rally Pushes US Corporate Pension Plans to Record Funding Levels Plan funding improved in most pension measures, despite the bond-market rally.
Investing | January 5th, 2024 How TDF Managers Are Reacting to High-Interest-Rate, Inflationary Environment Asset managers at Vanguard, BlackRock and T. Rowe Price express varying views on how equities and bonds should be allocated...
Benefits | December 29th, 2023 Kansas Plan Sponsor Gives Workers Cash For Emergencies The credit union aims to bolster each of its workers’ financial health with a $400 deposit.
Data and Research | December 7th, 2023 How Higher Interest Rates Are Changing Focus of Fully Funded Pension Funds Many corporate pension fund leaders are re-evaluating their liability-driven managers and allocations.
Investing | November 13th, 2023 Behind JPMorgan’s Underweight Equity Strategy in Target-Date Funds As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date...
Administration | October 20th, 2023 Fed’s Bostic Addresses Wealth Inequality, Inflation at New School Lecture The president and CEO of the Fed’s Atlanta branch said monetary policy is limited in its ability to reduce wealth...
Data and Research | June 9th, 2023 US Public Pensions ‘Convinced’ Inflation is on Path to Moderation Following nine successive Federal Reserve interest rate hikes and inflation hitting a peak of 9.1% in June 2022, U.S. public...
Investing | May 3rd, 2023 Siegel Says Stock Options Can Help Participants Hedge Against Inflation Economist and investor Jeremy Siegel favors stocks, REITs and certain high-yield bonds for long-term investing.
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...
Investing | March 22nd, 2023 Fed Continues Inflation Fight Despite Banking Failures Federal Reserve Chairman Jerome Powell says the FOMC remains 'strongly committed to bringing inflation back down to our 2% goal.'
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.
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.
Investing | January 13th, 2023 Corporate Pension Funding Marginally Retreated From Levels To End 2022 December equity performance reduced pension funding levels from highs earlier in the year.
Data and Research | December 14th, 2022 Corporate Pension Plan Funding Remains Up in 2022, Despite November Drop The funding status of corporate pensions in the U.S. was down narrowly in November, as liability growth outweighed investment gains.
Compliance | December 5th, 2022 Fed Proposes Principles for Big Banks to Manage Climate Risks The proposed framework calls on large banks to account for economic risks related to climate change.
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 | August 28th, 2020 New Normal for Interest Rates Embraced by Federal Reserve In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution...
Investing | December 5th, 2018 Institutional Investors Bracing for Continued Market Volatility in 2019 They also expect the bull market will end in the coming year.
Data and Research | October 11th, 2017 Federal Reserve Data Shows Strengthening Economy’s Impact on the DC Space The Fed's analysis concludes that 401(k) plans “could work much better and balances would be higher if all plans were...