Investing

Authors of a new research report tell PLANSPONSOR they were surprised by just how well the Roth approach performed in the comparative analysis versus traditional IRAs. 

The expanding flexibility for retirement income solutions is a key trend in the DC plan space for 2017, Cerulli says.

Across DB and DC plans, retirement assets total $19.1 trillion, according to data from a Federal Reserve report on  DB and DC asset holdings and flows.

Workers are using the profits from their employee stock purchase programs wisely, such as paying down debt or reinvesting the money in their retirement plan.

Trading activity was relatively light among DC plan investors during February, according to data provided by Aon Hewitt.

President Trump’s infrastructure spending proposal and other pro-growth economic strategies could have a positive effect on real assets if they are successfully implemented; DC and DB plans may...

The investment firm took in more TDF assets than any other company: $96 billion.

GMO looked at the performance of various TDF factors over a 40-year period to help guide TDF selection.

A new study by Vanguard offers insight into TDF adoption trends

“That is at the top of our clients’ agendas, be it through reducing costs, adding diversity or creating bespoke solutions in a much more thoughtful way than in...

Demand for ETFs is being fueled by the roll-out of new multi-asset funds, Greenwich Associates finds.

Real estate exposure is moving quickly in the DC space; these alternative investments present benefits, but also some challenges.

There is a range of ESG/impact investing themes that capture Millennial’s attention.

The holdings in your portfolio should fluctuate for different reasons and in different environments, Willis Towers Watson says.

However, movement out of actively managed funds was not as severe in January, Strategic Insight finds.

Real assets are anticipated to be the largest beneficiaries of institutional asset flows in 2017, a BlackRock survey found.

The potential for enhanced returns with reduced risks and costs would seem appealing to any plan sponsor, but what is really behind the label “smart beta,” and can...

A look at this year’s market expectations, and what defined benefit plan sponsors and defined contribution plan participants should know.

CITs are slowing making inroads into retirement plans, and most experts say lower fees besides other advantages CITs offer, will spur more adoption.

For income-focused investors utilizing bond ladders, a gradually rising rate environment leads to durably higher spending ability over the lifetime of the portfolio.