The Markets

Why are older Americans’ retirement income shortfalls everyone’s problem?

The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.

Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?

Are investment menu consolidation and simplification in the best interest of plan participants?

Though institutional investors expect a tail risk event, they lack the risk management strategies needed to prepare.

Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.

More defined contribution plan participants made trades last month, according to Aon Hewitt.

Can equity compensation help cut down on leakage from the retirement plan?

Inconsistent data reflect the range of forces affecting households and business.

Researchers investigated whether mutual fund families acting as service providers in 401(k) plans display favoritism toward their own affiliated funds.

Liability-driven investing is still the game for many defined benefit plans, and equity investments can still play a role.

In addition to its impact on the planet, climate change could also affect investments.

Even with the option to be more conservative or aggressive, most participants still stick to a moderate glide path.

While market returns and auto-features are expected to tamper the impact of Boomer-driven outflows, advisers see the need to prompt additional savings to keep plans healthy.

Net new flows to stock and bond funds totaled $28 billion in April, according to Strategic Insight, an Asset International company.

Bond exchange-traded funds are taking on an increasingly vital role in institutional portfolios as regulations have forced global bond dealers to reduce their inventories and market-making activities.

April was another light trading month for participants in defined contribution (DC) plans, the Aon Hewitt 401(k) Index reveals.

A Business Insider video has been making the rounds lately, notable for its message: that investing in a 401(k) is “a complete waste of money” for Millennials.

One advisory team is urging retirement plan fiduciaries to reconsider the importance of index fund proxy voting rights under the Employee Retirement Income Security Act.

Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers.