Investing

Corporate funds led gains for the second quarter of 2017, according to the Wilshire TUCS.

In 2016, 13% of workers were invested in a Roth 401(k).

401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty more in balanced funds, a joint study by...

The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to as low as 51%, according to an analysis...

“The DOL conflict of interest rule poses risk to a firm if [practice leaders] knowingly allow advisers to manage underperforming portfolios for clients when a better-performing portfolio with...

One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the words of one researcher, “getting trampled.”

Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC plan’s investment menu.

In order to preserve capital and protect participants from longevity risk, plan sponsors intend to put a bigger emphasis on fixed-income strategies.

Larger plans are taking the lead in moving away from proprietary TDFs, and research shows plan sponsors are also moving to CIT TDFs.

According to Manning and Napier survey data, as many as 27% of participants say they have actually proactively opted out of a TDF auto-enrollment at least once, because...

Even though several funds see major outflows following highly-publicized management changes, Morningstar argues this tweak rarely effects fund performance.

The total cost could be $7.3 billion over the next 30 years, the institute estimates.

One ERISA attorney says he is encouraged by recent ESG product development in the DC space that is “about so much more than screening out stocks.”

According to a new report by Dreyfus, younger investors are more likely than older ones to reevaluate their investing approach in light of a changing investment environment.

Among fund types, hedge funds saw the biggest drop in 2016.

For several American Millennials, the Great Recession of the past decade has molded how they feel about investing and saving for the long-term.

Slightly more than half of mega plan sponsors in Northern Trust’s book of business deploy custom target-date strategies.

The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number of securities has sharply declined.

Historically, financial instruments, such as mortgage-backed securities, credit default swaps, complex bonds and other derivatives, have been difficult to value, which has the potential to adversely impact markets...

Hedge funds have been producing low returns, but slightly less volatility, while other alternative investments are associated with more volatility, a study found.