Americans Prepare Ahead of Election for Impact on Plans for Retirement
Concerns about investment performance, inflation, taxes, Social Security and Medicare are top of mind, Wealth Enhancement survey finds.
Tag: investment performance
Plan Sponsors Should Be Intentional When Adding Managed Accounts
Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives.
Hartford Funds Seeks to Let $4.1B Fund Make More Concentrated Investments
Shareholders can approve a proposal to reclassify Hartford’s Growth Opportunities Fund as a non-diversified investment, according to a securities filing.
How Plan Sponsors Make Sure Their QDIA Is Still the Best Option
Large plan sponsors explain what they look for in quarterly reviews of their plans' qualified default investment alternatives.
Institutional Investors See Strong Returns in 2021
Public funds bested corporate funds thanks to higher equity allocations.
Markets Were Good to Institutional Investors in Q2
U.S. equity is a core holding for all plan types, and alternative investments gave plans a boost as well.
Products |
Investment Product and Service Launches
Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA.
Institutional Investors See Worst Calendar Year Performance Since Great Recession
“Fixed income was something of a safe harbor in the fourth quarter, and Corporate ERISA plans benefited from larger allocations...
Institutional Investor Performance Gains Continue for Third Quarter of 2018
Corporate ERISA plans, at 1.9%, trailed behind other institutional investors due to their allocation towards longer duration fixed income. Despite...
BNY Mellon Master Trust Universe Sees First Negative Result in 10 Quarters
Corporate and health care plans fared the worst, with quarterly returns of -1.14% and -0.71%, respectively.
Institutional Investor Returns Pulled Down by Market Losses
Wilshire TUCS first quarter returns were weighed down by losses across all major asset classes.
Americans Reflect on How Stock Market Volatility Will Affect Plans to Retire
Six in ten (61%) survey respondents are simply not sure how long it might delay their ability to save for...
Institutional Investors See Best One-Year Return Since 2014
The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median one-year gain for all plan types of 14.72%.
Opinions |
Target-Date Funds Could Be Costing Your Plan More Than You Know
Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence...
Institutional Plan Sponsors Continue to See Uptick in Returns
A relatively large allocation to international equities in Public Funds helped them beat out returns for Corporate ERISA plans and...
General Electric Charged With Self-Dealing in 401(k)
401(k) participants claim GE retained underperforming proprietary funds in the plan so that its asset management arm could earn significant...
Improving Retirement Outcomes Considering Low Returns and Longevity
In addition to saving more and working later, researchers from State Street Global Advisors suggest policy changes that could improve...
U.S. Has Largest Share of Pension Assets Globally
Across the top 300 funds globally, U.S. funds represent 38.6% of assets.