Survey Shows a Couples Disconnect over Finances
May 4, 2011 (PLANSPONSOR.com) - A new national survey finds discrepancies in financial candor and spending habits among Americans aged 25-55 in committed relationships.
Administration
Research Shows Women Getting a Jump on Retirement Readiness
May 3, 2011 (PLANSPONSOR.com) - Women’s confidence in their ability to plan for retirement has reached a three-year high, with 69% of women rating their confidence level as...
Smaller Managers See Faster Growth
May 3, 2011 (PLANSPONSOR.com) - Twenty of the top-25 fastest growing fund firms over the 12 months ended March 2011 had less than $5 billion in stock and...
Active Traders Show Market Optimism
May 3, 2011 (PLANSPONSOR.com) - The latest Charles Schwab Active Trader Sentiment Survey found that 72% of those traders who are expecting a tax refund this year plan...
Differences Subtle between “To” and “Through” Target-Date Funds
May 3, 2011 (PLANSPONSOR.com) – Morningstar’s Target-Date Industry Survey concludes that it remains very difficult for investors or plan sponsors to tell whether a target-date fund series is...
Target-Dates Do Well in 2010
May 3, 2011 (PLANSPONSOR.com) - Bull-market gains in 2010 helped target-date funds perform well, as compared with standard market benchmarks, according to Morningstar’s Target-Date Industry Survey.
Wealth Change during Recession Led to Changes in Plans for Retirement
May 2, 2011 (PLANSPONSOR.com) - A 2009 follow-up survey of households that completed the 2007 Survey of Consumer Finances (SCF) found changes in families’ savings intentions or behavior,...
Cerulli Expects $1T in Growth for Latin America Funds
April 29, 2011 (PLANSPONSOR.com) - A report from Cerulli Associates indicates Latin America’s mutual funds and private-pension funds will amass another $1.4 trillion over the next five years, ...
Towers Watson Pension Index up for Q1 2011
April 29, 2011 (PLANSPONSOR.com) – All regions in the Towers Watson Pension Index saw positive investment returns and interest rate increases in the first quarter of 2011.
Low Interest Rates Hold Back Pension Funding Levels
April 28, 2011 (PLANSPONSOR.com) - Pension funding levels at large U.S. companies improved modestly at the end of last year, largely due to the moderate stock market gains...
529 Plan Assets Increased 11.5% in 2010
April 27, 2011 (PLANSPONSOR.com) – A new report from the College Savings Plans Network (CSPN) shows assets under management in 529 plans increased 11.5% in 2010 net of...
CalPERS Makes Investment, Takes Stake in Emerging Managers
April 27, 2011 (PLANSPONSOR.com) - The California Public Employees’ Retirement System (CalPERS) has committed a total of $400 million to three emerging managers.
CalPERS Commits $400M to Emerging Managers
April 27, 2011 (PLANSPONSOR.com) - The California Public Employees’ Retirement System (CalPERS) has committed a total of $400 million to three emerging managers in the pension fund’s Manager...
Advisers not Doing Enough for Affluent Gen X Investors
April 27, 2011 (PLANSPONSOR.com) - Affluent investors with advisers in the Gen X demographic – between the ages of 29 and 44 – saw significantly less growth in...
Group Says Report on State Retiree Benefit Funding Is “Flawed”
April 26, 2011 (PLANSPONSOR.com) - The National Conference on Public Employee Retirement Systems (NCPERS) says a new analysis from the Pew Center on the States “is seriously flawed...
Report Indicates $1.26T Funding Gap for State Retiree Obligations
April 26, 2011 (PLANSPONSOR.com) – A new report contends the gap between the promises states made for employees’ retirement benefits and the money they set aside to pay...
Survey Finds Public Pensions Generally Healthy
April 26, 2011 (PLANSPONSOR.com) - Public pension funds are reporting strong investment returns, growing assets and more than adequate funding levels to meet their obligations, according to a...
Commitment from Retirement Plans Could Spark ETF Growth
April 25, 2011 (PLANSPONSOR.com) - Cerulli Associates contends: “The next few years may be pivotal in terms of determining whether it is business as usual for ETFs, or...
Fund Managers Use Institutional Shares to Stay Competitive
April 25, 2011 (PLANSPONSOR.com) - Cerulli Associates' latest managed accounts-focused research indicates mutual fund advisory programs (MFA) will experience slower growth in the coming years.
Pension Plan Funding Continues Improvement
April 21, 2011 (PLANSPONSOR.com) - The financial health of corporate pension plans continues to improve from the 2008-early 2009 recession, data from Wilshire Consulting shows.