Search results for: volatility
Target-Date Funds Poised for Growth
Cerulli Associates says asset managers will look toward more progressive approaches with target-date funds in the next year.
Participants to Washington: Hands off Our 401(k)s
Most of the millions of American workers who invest for retirement through a 401(k) plan are staying the course despite tumultuous markets, and want to preserve the 401(k)’s...
House Passes Pension, RMD Relief
The U.S. House of Representatives passed the Worker, Retiree and Employer Recovery Act of 2008 by unanimous consent.
RIAs Say Recruiting Talent as Challenging as Recruiting Clients
A study released by Pershing Advisor Solutions LLC found that challenges and priorities have changed for RIA firms in the last two years.
OppenheimerFunds Introduces Retirement Income Program for Advisers
OppenheimerFunds, Inc. (OFI) Retirement Solutions Division announced the launch of Lifetime Income Distributor.
Participants Have Lowered Expectations
A Mercer survey indicates that the economic realities of the past year have led retirement plan participants to lower their retirement expectations.
Vanguard Says Participants Standing Pat
A Vanguard analysis finds participants are heeding expert advice to stay the course during the market turmoil, and are not trading and withdrawing funds in a panic.
White Paper Urges Focus on Retirement Income
Plan designs should evolve beyond their focus on helping employees accumulate an adequate amount of retirement savings to a focus on encouraging participants to secure lifetime income during...
Advisers Say Sponsors Need Better Eye for Target-Date Funds
Three-fourths of financial advisers polled in a new JPMorgan Funds-sponsored survey said that when evaluating target-date fund options, plan sponsors lack clear and objective criteria for selecting the...
Financial Professionals Most Trusted Source, Survey Says
People in a recent poll turn first to Web sites and news sources and then to financial professionals for financial information.
Principal Guide Outlines a Course
As market turbulence takes its toll on everything from 401(k) account balances to pension plan funding, employers are scrambling to assess the full impact on their retirement programs.
Mercer Adds Recession Coping Skills to Web Content for Employers
Mercer launched a new section of its corporate Web site that provides insights and solutions to the challenges posed by the economic environment.
Boomers Losing Confidence but Staying Optimistic
While only three in 10 of polled Boomers are working with a financial professional, those who are show more optimism about their finances.
Institutions, Advisers Agree Somewhat about Alternatives
A survey suggests that institutional investors and advisers want alternative investments—that aren’t too different from traditional investments.
Lincoln’s Director Program Adds QDIA Option
Financial has added 401k Toolbox's Manage It For Me offering as a qualified default investment alternative (QDIA) solution.
Competition for Advisers Heats Up
Brokers are receiving incentives to switch firms, and the independent route is looking more attractive, according to research from Fidelity Investments and National Financial.
Wachovia Extends Participant Call Center Hours
Wachovia Retirement Services has temporarily extended customer service call center hours to help participants “during this time of financial markets volatility.â€
Managed Account Assets at $1.8T
Total managed accounts assets reached $1.85 trillion through the first half of 2008, according to the annual report “Cerulli Quantitative Update: Managed Accounts 2008.″