Search results for: volatility
Nasdaq-100 Underrepresented in 401(k) Plans
A survey by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than 1% of all 401(k) assets.
Retirement Confidence Remains High, As Does Interest in Income Options
EBRI's most recent Retirement Confidence Survey found that 67% of workers and 78% of retirees reported being confident that they could live comfortably throughout retirement.
Inflows Into TIAA Traditional Hit 5-Year High
Market uncertainty has shifted investors toward safer investments, the firm says.
Despite April Funding Downturn, Opportunities for Pension Derisking Remain
There is a “critical window of opportunity” for plans to strategically pursue a partial or full pension risk transfer, according to October Three Consulting.
Product and Service Launches – 4/10/25
Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; Lazard Asset Management introduces three active ETFs in the US; and more.
Understanding and Evaluating Retirement Income Solutions
With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to workers from a growing array of solutions.
Senate Confirms Paul Atkins as SEC Chairman
The founder and chief executive of Washington, D.C.-based consultancy Patomak Global Partners was also an SEC commissioner under President George W. Bush from 2002 through 2008.
First Quarter of 2025 Sees High 401(k) Participant Trading Activity
Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, as 0.77% of balances were traded—the highest level since the third...
Product and Service Launches – 4/4/25
Voya expands TDF solutions with CIT blend series; SMArtX launches BlackRock's Advisor Center on platform; CAIS introduces alternative investments models marketplace for advisers; and more.
Analysts, Institutional Investors React to Trump Tariffs
Analysts at several firms have pointed to the possibility that the most recently announced tariffs are a negotiating ploy, as they are not set to go into effect...
Annuities Can Make Client Relationships ‘Sticky,’ but Misunderstandings Persist
Almost 78% of financial professionals report that clients have negative preconceptions about annuities, making it more difficult to foster a clearer understanding of their benefits.
Does the 4% Rule Still Stand?
The spending rule has been around for 30 years, but experts are rethinking traditional drawdown approaches in light of longevity and economic realities.
Larry Fink Touts Importance of Private Assets in Annual Letter
One way to fix the “retirement gap” is to increase access to alternative investments in 401(k) plans, according to BlackRock's Fink, writing in his annual letter.
PGIM Research Examines Deglobalization’s Portfolio Implications
Approximately 25% of global GDP, including a significant number of strategic and high-tech sectors, is deglobalizing, according to the report.
Product and Service Launches – 3/28/25
World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership; and more.
PGIM Talks Deglobalization’s Portfolio Implications In New Report
Research from the asset manager shows the world is in an era of two tracks—the 25% now deglobalizing and the 75% still integrating into the world economy.
Pension Risk Transfer Just Shy of Record Year in 2024
According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024.
Money Market Fund Assets Hit Record $7T
In light of continued market volatility, investors appeared to move money into what they see as more stable investments
Many Plan Sponsors Don’t Feel Responsibility for Participant Retirement Goals
MFS found that plan sponsors earned a C+ grade for their confidence in their participants’ ability to retire at the age they want, while participants themselves showed more...
Public Sector Employees More Likely to Stick with Default Retirement Investments
A new report from MissionSquare revealed how demographic and economic factors influence investment decisions.