Tag: Benchmarks

The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, remained basically unchanged through February and into March.

A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.

For the United States, the estimated cost, as a percentage of accounting liability, of a retiree annuity purchase remained level during January at 108.5%, according to the Mercer...

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

The financial health of the largest U.S. corporate defined benefit (DB) pension plans improved during 2013, says a new analysis.

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.

New indices released by Thomson Reuters offer liquid access to and performance analysis of the U.S. private equity industry.

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

In a reversal of the past four months, participants of defined contribution (DC) retirement plans favored fixed-income investments in February, according to Aon Hewitt’s 401(k) Index.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

Group pension buyouts experienced strong sales during 2013, says a new survey.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

A research paper shows that over half of participants with a 401(k) under Vanguard are invested in a target-date fund (TDF).

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

The latest release of the Milliman Pension Funding Index, which tracks performance at the largest U.S. private pension plans, shows February brought moderate funded status improvements despite falling...

The funded status of the typical U.S. corporate pension plan improved 1.7% in February to reach 92.6%, as most asset classes gained during the month.

Estimated funding levels of pension plans sponsored by S&P 1500 companies fell 2% in February to 87%.

In a stronger position, new choices are being made in the management of pensions in Russell Investments’ $20 billion club.

The Dietrich Pension Risk Transfer Index fell nearly three points in February to 95.33.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.