Tag: Mutual funds

Researchers investigated whether mutual fund families acting as service providers in 401(k) plans display favoritism toward their own affiliated funds.

The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new Morningstar report.

With its sights set on competing in the defined contribution investment only (DCIO) market, MassMutual Retirement Services introduced a new institutional sales and operations team.

True or false: a given asset manager’s 2050 target-date fund will outperform its 2045 counterpart during a year of strong market growth and manageable volatility.

Four new asset managers have made it to the plan sponsors’ top 10 list.

A federal district court has ruled float income is not a retirement plan asset belonging to participants.

Total U.S. retirement assets grew 6% during 2014, according to the Investment Company Institute.

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

New software from The E‐Valuator LLC provides Web‐based investment management support to mitigate fiduciary liability through customizable risk tolerance and reporting settings.

RS Investments has created two long/short alternative mutual funds: the RS Focused Opportunity Fund and the RS Focused Growth Opportunity Fund.

Findings from a survey by TIAA-CREF suggest retirement plan participants may be overlooking important options that could benefit them.

In total, U.S. Equity funds saw outflows in January.

John Hancock Retirement Plan Services (RPS) announced the promotion of Barbara Wilderman to regional vice president in the Southeast division.

A recent $140 million fiduciary breach settlement involving Nationwide Financial should be a call to action for retirement specialist advisers, says David Witz of Fiduciary Risk Assessment LLC.

Equities captured the majority of fund inflows in 2014.

PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.

Asset management company Schroders introduced an R6 share class across 10 of its mutual funds and is making adjustments to bolster its presence in the United States.

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.