Mutual Funds Not Considered Through-Retirement Solution
The average investor thinks a mutual fund will help meet retirement goals, but is not confident it will provide an income stream.
News
Survey Suggests No Expected Uproar About Fee Disclosures
One in five defined contribution (DC) participants surveyed by LIMRA said they rarely or never read retirement plan disclosures.
Investors Looking at Strategies to Combat Low Interest Rates
As investors struggle with low interest rates, some are looking for strategies to achieve high-yield corporate credit returns without the volatility associated with the asset class.
Retirement Benefit Solutions Offers DB Funding Modeling
Retirement Benefit Solutions LLC offers a defined benefit (DB) pension funding methodology to assist pensions through the creation of a new life insurance asset class.
Weighing the Pros and Cons of De-Risking Strategies
Now seems like a popular time for lump sums, but according to a white paper from Goldman Sachs Asset Management, there is no one-size-fits-all de-risking strategy.
$18M Judgment Ordered in Alliant Cash Balance Case
A federal judge has approved calculations for an award to former participants in Alliant Energy Corp.’s cash balance plan.
Gens X and Y Beat Boomers in Retirement Saving
Nearly 60% of Gen X (59%) and Gen Y (56%) are automatically saving for retirement, compared with 46% of...
Retirement Income Measures Should Adapt to Changing Landscape
A report published by the Social Security Administration (SSA) contends the Census Bureau should adapt its retirement income measures to the changing retirement landscape.
2012 Another Challenging Year for U.S. Pensions
The overall financial health of U.S. corporate defined benefit (DB) pension plans declined in 2011, and 2012 looks challenging as well, according to analysis by Mercer.
401(k) Participant Transfer Activity Low in July
Average net transfer activity remained very low among defined contribution (DC) plan participants in July.
Plan Adviser Ranks Poised for Double-Digit Growth
The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.
Retirement Plan Training Available for Plan Sponsors
The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU).
Transamerica Hosts Retirement Legislation Webinar
Next month, Transamerica Retirement Plan Services will host a legislative outlook webinar for third-party administrators (TPAs) and advisers.
Manning & Napier Launches Two Strategic Income Funds
Two new offerings from Manning & Napier offer income through investments in equities, fixed income and real estate.
Employers Adding Features to Boost Participation, Savings
A growing number of employers are providing their employees with 401(k) plan features to help drive positive plan participation and encourage savings.
Calamos Investments Names Gary Black Global Investment Officer
Gary D. Black joined Calamos Investments as global co-chief investment officer and a member of the firm’s investment committee.
Wells Fargo Sees Increase in Participant Loans
Wells Fargo Retirement has seen a 10% year-on-year uptick in the number of loans.
Invaluable Data is Form PF Advantage
Form PF is a challenge, but it will provide registered investment advisers with detailed—and marketable—portfolio insight, Thomson Reuters said...
Sammons Retirement Unveils Asset-Allocation Models
LiveWell Models, a series of risk-based asset class model portfolios created for the LiveWell Retirement Series, were introduced by Sammons Retirement Solutions Inc.
Participants Deferring Less Than 10% at Risk in Retirement
Households that defer less than 10% of their salary for retirement savings are at risk for not meeting their retirement goals, Putnam Investments’ research found.