Search results for: volatility
Blackstone Advisers Wary of Public Market Volatility, Intrigued by Private Markets
A Blackstone Private Wealth survey of its financial advisers found they are concerned about public market volatility and are open to investing in private markets.
Nuveen Lifetime Income TDFs to be Available on Transamerica Platform
The Nuveen Lifecycle Income CIT Series will be available as a default option for retirement plans recordkept by Transamerica.
Investors Are Proactive in Financial Planning Amid Economic Uncertainty
Betterment survey finds younger retail investors are more involved with their financial planning than ever and are looking for guidance.
Product and Service Launches – 6/27/25
Nationwide launches RetireAssist, Envestnet expands alts access; ETFs from Macquarie, WisdomTree, AllianceBernstein hit the market; and more.
Automatic Plan Features Help Participant Savings Rates Stay Resilient in 2024, Says Vanguard
The average 401(k) deferral rate was 7.7% in 2024—an all-time high and nearly one percentage point higher than the 6.8% rate one decade ago.
Democratic Senators Urge DOL to Reconsider Elimination of 401(k) Plan Crypto Guidance
In a letter, four Senators expressed concern that rescinding the 2022 guidance removes essential protections for American workers’ retirement savings.
Workers Don’t Expect to Succeed in Saving for Retirement
A new Transamerica report considers generational differences in retirement expectations.
Amid Market Volatility, Insurers’ Focus Shifting to Annuities and Retirement Income
More than half (56%) of insurance carriers responding to a Goldman Sachs Asset Management survey indicated that they already offer an in-plan annuity solution and another 33% reported...
Plan Sponsors Reevaluating DB Plan Terminations Amid Surplus Increases
A Mercer survey finds CFOs are looking at plan design changes or risk transfers, in lieu of walking away from the plans entirely.
Survey Finds US Market Skepticism Among RIAs
An Interactive Brokers survey shows advisers are increasingly bearish on US markets and are turning to global investments.
Fidelity Sees Record High 401(k) Contribution Rates in Q1
Despite the increase to contributions, according to Fidelity, market volatility brought the average balance of 401(k), 403(b) and individual retirement accounts down in Q1 from Q4 2024.
Pension Risk Transfer Cost Drops in April
Average costs of a competitively bid pension risk transfer declined to 101.1% of a plan’s accounting liabilities in April from 102.5% in March, according to Milliman.
Pension risk: Strategies to help manage market volatility
In recent years, many defined benefit plan sponsors have maintained significant allocations to equity investments, experiencing asset growth. Now, as market volatility threatens funding ratio gains, it’s important...
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On Demand DOL Rescinds 2022 Cryptocurrency Guidance for 401(k) Plans
The 2022 compliance assistance bulletin told plan fiduciaries to exercise ‘extreme care’ before adding a cryptocurrency option to a 401(k) plan’s investment menu.
Economic Anxiety Deepens as Financial Goals Slip Out of Reach
The pressure of economic uncertainty is reshaping aspirations across generations, according to recent polling.
Positive Returns Drive Rising Demand for Real Assets
A Bank of America report highlights why real assets are gaining ground in diversified, long-term portfolios.
Concerned About Economic Conditions, Workers Decrease Savings
U.S. workers are reducing 401(k) and other savings amid concerns about inflation and heightened financial stress, according to several research reports.
In Q1, 529 and ABLE Account Assets Continue Steady Growth
The majority of the assets, $500 billion, are held in 16.3 million 529 savings plan accounts, while prepaid tuition plans held steady at $25 billion across roughly 900,000...
Retirement Industry People Moves – 5/2/2025
Edward Jones announces changes to executive team; Paul Mahon to retire from Great-West Lifeco; Lincoln Financial names two external wholesalers; and more.
Product and Service Launches – 5/2/25
401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; Edward Jones adds alternative investments to private client offering; and more.