Tag: Investments

May was a light trading month with most inflows going to fixed income funds.

The average funding is 87%, just slightly down from 88% last year.

Alongside the introduction of three new funds, Fidelity has unveiled an “institutional premium” share class.    

According to ICI research, the vast majority of those who started the year with a DC plan account continued contributing...

Keeping it simple for participants, paying attention to fees, and considering money market reform are transforming DC plan investment menus.

The pension plan de-risking conversation plays out on a spectrum and often takes years—if not decades—to run from start to...

Leaders at Morningstar, BlackRock and John Hancock discussed retirement industry trends and challenges.

Litigation is the main concern for DC plan sponsors right now.

The investment firm is meeting individually with Senators and Congressmen on its new national policy proposal.

Still, only 41% of large companies use automatic enrollment.

The industry has made much more headway on improving participant portfolio construction, says Jean Young with the Vanguard Center for...

The Small Market Solution also features enrollment in Worksite Financial Solutions.

For the first time, the desire to reduce fees and expenses outranks underperformance as the most common reason for dropping...

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic...

T. Rowe Price is moving to resolve a simple-but-costly proxy voting error related to the leveraged buyout of Dell Inc....

An enhanced mobile app and “advanced biometric account access” are among the new features being touted by Schwab Stock Plan...

“The index helps plan sponsors determine where and when it is good to take liquidity risk,” says Thierry Adant, with...

DB plan sponsors should act to protect themselves in the new regime, and in some cases, they can capitalize from...

If you give retirement plan participants enough good (that is, efficiently-priced) choices, can you include funds in the fund menu...

Putnam Investments offers new strategies for uncertain markets; American Century Investments announces the public availability of AC Alternatives Long Short...