Tag: Performance

ERISA lawsuits often see a number of rulings, appeals and modifications before reaching a final conclusion—and the matter of Barchock vs. CVS is no exception. 

Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan. 

The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt. 

New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.

Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.

An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to...

Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.

Among those already engaged with their finances and financial services professionals, retirement planning remains a hot topic—but investors broadly feel confused and concerned. 

The 2017 J.P. Morgan Asset Management Guide to Retirement has been released, offering the firm’s updated take on the capital markets and the latest in personal financial planning. 

The solution provider retirement plans with data-driven insights about the health and performance of the plan.

Investing in a Roth versus a traditional IRA effectively raises the limit on what one can save, leading to materially greater wealth in retirement in the vast majority...

The investment firm says that employee stock purchase programs (ESPPs) can significantly boost workers’ savings.

Research from Cerulli Associates warns consumers broadly do not understand liquid alternative investments—what they are made of or how they are supposed to function. 

Analysts suggest infrastructure investments already have been doing fairly well in recent years despite heightened market volatility. 

Investment product providers and consumers face many challenges in today’s dynamic markets—but a surge in equity investment in the last year shows a clear willingness to accept risk...

Retirement plan sponsors and participants are not prepared for the lower expected investment returns in the future, BlackRock finds, and it suggests actions they can take.

“Low growth, low interest rates and fully valued equities make the hope for strong future returns just that—a hope,” new research from Willis Towers Watson warns. 

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

Fiduciaries have a lot of responsibilities, but they are not required to predict the future, and cannot be held liable for deciding to avoid risks that, in hindsight,...