Tag: Investments

Eighty-one percent would prefer a product with a guaranteed 4% return.

Research from TIAA-CREF shows a persistent focus on short-term returns leads to poor decisionmaking.

Acuitas establishes new long/short equity option designed for retirement plans, and LGIMA touts new liability-based funds for small and mid-sized...

Volatility and geopolitical challenges aside, experts at one ERISA-focused law firm are hearing more frequent inquiries from qualified U.S. retirement...

Strategic Insight data shows long-term mutual funds and exchange-traded products secured significantly stronger inflows in October.

GIC/stable value funds led inflows.

Did advice help participants avoid panic selling in August?

PLANSPONSOR reached out to Marcia Wagner, principle with Wagner Law Group in Boston, for comments about the case.

The lawsuit also hints that certain “best practices,” in part, resulted in many participants being improperly invested.

Often, investment jargon is designed to market and not to inform, says Segal Rogerscasey’s CIO Tim Barron.

Fortune 1000 companies with frozen pension plans went conservative in 2014, while open plans took a bit more risk.

University researchers found institutional investors using concentrated investment strategies fared better than more diversified investors.

ETF asset growth is robust across a range of distribution channels—except one.

Several large-volume retirement plan providers have recently published research highlighting strong performance in clients’ managed accounts.

Your plan’s target-date funds may be affected by changing exposures to international stocks and bonds.

“Cost is not dispositive of prudence,” says Eugene Maloney with Federated Investors.

A new Mercer study cites increased life expectancy and reduced estimates in funding available for Social Security as primary reasons...

Investment managers surveyed by Northern Trust have changed their views since the second quarter.

But it does make sense to revisit risk tolerance.

The program allows retirement plan advisers to build and manage customized investment portfolios for the plans they support.