Tag: Mutual funds

The Department of Labor’s Employee Benefits Security Administration (EBSA) filed a complaint in federal court against a Tennessee profit-sharing plan over allegedly imprudent margin investing that triggered plan...

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

Benefits solutions provider ADP has introduced the IPS Zero investment platform, designed for retirement plan advisers who employ a fee-for-service compensation structure.

Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...

Lincoln Financial Group has launched its Presidential Managed Risk Moderate Fund.

An independent study from financial research firm MacroRisk Analytics suggests the fi360 Fiduciary Score, a proprietary mutual fund rating system, has a strong correlation to investment performance.

Total U.S. retirement assets reached $23 trillion at year-end 2013, growing 15.6% during the year, according to an analysis from the Investment Company Institute (ICI).

In prior decades, international and emerging market stocks were good investments to get diversification for a retirement plan portfolio, but things have changed.

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

One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.

Broadridge Financial Solutions reached an agreement with Pension Data Resources, Inc., to provide clients with plan assessment and benchmarking capabilities based on compiled Form 5500 data.

The Orange County Employees Retirement System (OCERS) investment committee unanimously adopted a resolution supporting widespread industry use of pension share classes (P-share classes).

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

Investment management and financial services firm Neuberger Berman has introduced the Neuberger Berman Unconstrained Bond Fund.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.

John Hancock Investments is contractually lowering expenses for nearly all funds with Class R6 institutional share classes.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.