Investing

The average Charles Schwab self-directed brokerage account balance was down 14% from the end of 2019, and those participants who used advisers displayed a more diversified asset allocation...

A retirement tier is a range of products, solutions, tools and services to support participants who are near, entering or in retirement.

Recent volatility has left the equity markets “looking a bit more in touch with the economic reality than they were a week ago,” one commentator says.

Plan sponsors should follow prudent processes the DOL laid out in its recent guidance, and there are already solutions in place to help them figure out how to...

Small-cap stocks and distressed debt are among places investment managers said investors should turn in the post-COVID-19 environment.

What strategies should plan sponsors consider for reaching their goals in the new market environment?

Even in very mission-driven organizations, there is enough diversity of opinion to make consensus on how to define environmental and social responsibility quite difficult.

However, serious downturns can reveal risks plan sponsors didn’t know they had.

Long a challenge associated with pensions, defined contribution plan investors find themselves grappling with the challenges of interest rate risk amid the coronavirus pandemic.

Of the three institutional segments tracked by Northern Trust, corporate ERISA pension plans performed the best during 1Q 2020.

First quarter performance data shows well designed defined contribution retirement plans are doing a decent job at protecting the savings of working Americans relative to retail brokerage accounts.

“Rather than panic and act on their emotions, the vast majority of participants allowed their DC plans to do the job they were meant to do,” says Katherine...