Tag: Investing

More than half of Generation X and Generation Y consumers admit having little or no knowledge about investments and financial products, according to a LIMRA survey.

More employers plan to decrease their pension risk exposure by offering participants a one-time, lump-sum pension payout in 2013.

The companies of OneAmerica launched Index(k), an approach to retirement plan construction focused on indexed investing.

Russell Investments introduced Adaptive Retirement Accounts.

 Less than half (46%) of those in households making $50,000 per year or less have a retirement plan in place.  

 The median return of the BNY Mellon U.S. Master Trust Universe was 1.95% for the fourth quarter of 2012.   

Vanguard plans to add an international bond index fund to 20 all-in-one funds, including Vanguard Target Retirement Funds.

Natixis Global Asset Management (NGAM) is offering “Class N” shares for several Natixis and Loomis Sayles funds.

More Canadians are managing their portfolios online, according to research from TD Direct Investing.

Since the financial crisis, high-net-worth (HNW) investors have been averaging nearly four investment provider relationships, Cerulli research found.

 

Corporate pension plan funding levels took a modest dip in 2012, keeping most plans considerably underfunded.

The City of Seattle is moving to divest from fossil fuels following a roundtable discussion with environmental activist and 350.org founder Bill McKibben.  

An analysis of 401(k) accounts for 2011 shows more balanced investments.

Milliman Inc. has rolled out PlanAhead, tools and targeted services for employee retirement planning.

On a basic level, defined benefit (DB) pension plan funded status is the ratio of assets to liabilities.

Retirement planning is the one financial issue in which all generations are most vulnerable, but for different reasons.

Lincoln Financial Group’s Retirement Plan Services business introduced HeroPlus, a new nationwide Length of Service Award Program (LOSAP).

More than half of survey respondents said they would save more if their nest eggs did not measure up to those of their peers.