Fiduciary Concerns Continue to Stymie Annuities in 401(k)s
Employers have embraced 401(k) plan benefits changes for 2023, but are still shying away from annuities, according to Alight.
Retirement Industry People Moves
Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire; and more.
Doll Forecasts A ‘Shallow’ Recession in 2023
Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to try and tame inflation.
Market Nostradamus Doll Goes 7.5 for 10 in 2022 Predictions
The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
401(k) Trading Sees Another Light Month in October
Investors favored moving assets into fixed income funds during 18 out of 21 trading days.
September 401(k) Trading at its Lowest Point Since March 2020
The latest data from Alight Solutions show all but two trading days saw net trades moved from equities to fixed income.
401(k) Trading in August Reflects 2nd Lowest Month in History
Traders favored equities in the beginning of the month as stocks were gaining, but they preferred fixed-income funds in the month’s second half amid Wall Street sell-offs.
Experts Offer Economic, Inflation Insights as Fed Wraps Key Meeting
There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves if they think growth is a foregone conclusion this quarter.
Light 401(k) Trades in July Even as Wall Street Posts Strong Month
The latest data from Alight Solutions shows there were no above-normal trading days.
A Conversation About Managed Accounts
Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice Progress webinar.
401(k) Investors Had an Active Trading Month in June
The latest data from Alight Solutions shows five above-normal trading days in June.
Retirement Income Evolution
Design and Stability
Volatility, Inflation and Stagflation Concerns in Context
401(k) Investors Still Cautious in Volatile Market
Investors remain wary of the equity market’s volatility, as no trading days in May exceeded three times the average.
401(k) Investors Display Poise as the Market Struggles
Investors limit reactionary trades despite equity markets posting their worst month in two years.
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about the remainder of the year.
Welcome to the Rising Rate Environment
The State of Social Security: Mixed Perspectives
401(k) Trading High in the First Quarter
The first quarter was busy for investors despite March’s market rally.