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...
Investing | November 1st, 2023 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.
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.
Investing | October 29th, 2020 Market Watchers Urge Calm as Volatility Spikes This week has delivered a painful but necessary ‘reality based’ repricing, one expert says.
Investing | August 3rd, 2020 Volatility Brings Focus on Sustainable Retirement Income Participants are looking to their employers to offer a retirement income solution, while interest in ESG investing among retirement plan...
Investing | July 17th, 2020 Stimulus Helps, But Markets Will Remain Volatile The S&P 500 could move up and down by 2% every day for the next six months, experts agree.
Investing | July 1st, 2020 Will ‘Whiplash’ Volatility Continue in Q3? Most Likely. The global equity markets dropped by about 20% during the first quarter before snapping back in the second. Analysts are...
Investing | June 15th, 2020 A Reality Check for the Equity Markets Recent volatility has left the equity markets “looking a bit more in touch with the economic reality than they were...
Investing | June 21st, 2019 Study Suggests Irrational Investing Behavior Across Demographics In a study by the TIAA Institute asking subjects to make decisions resembling portfolio allocations, researchers found those with more...
Investing | December 24th, 2018 Participants Need Support to Weather Bouts of Volatility One of the toughest challenges facing plan sponsors is broadening the perspective of participants to look beyond what has happened...
Investing | November 1st, 2018 401(k) Trading Spike Offers Important Teaching Moment After several weeks of relatively large price swings for major equity market indices, 401(k) trading activity jumped on Monday, October...