Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes.
Smaller plans traditionally have lagged behind large plans when it comes to embracing best practices under ERISA, but survey data shows the picture is changing.
To better protect participants against longevity risk and low market returns, plan sponsors intend to improve fixed income strategies in the next year, T. Row Price reports.
Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor’s unique individual goals.
Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.
Robust plan design, education and the use of digital tools can increase employee engagement with their retirement plans, the firm's Plan Wellness Scorecard shows.
The head of retirement and investment solutions at Pershing discusses the impact that uncertainty around the fiduciary rule is having on firms and clients throughout the DC plan...