Investing

Employees surveyed by MFS Investment Management expressed confusion about the benefits of target-date funds and a lack of confidence about their withdrawal needs in retirement.

Equity losses for the month were offset by the largest single-monthly decline in liability value this year.

The bank’s attorneys tout a positive response from the DOL on the program designed to promote diverse asset managers in Citi’s benefits plans.

The drop in global equities led to the first overall decline 2023.

Plan sponsors should consider their participants’ retirement income needs, ease of use, personalization and cost when evaluating qualified default investment alternatives. 

Vanguard’s retirement head discusses SECURE 2.0’s Roth provisions and the need for plan sponsor communication to participants.

Because of a strong equity performance and a dip in liabilities in July, pension funded statuses increased once again, analyst firms found.

The Department of Labor’s March 2022 attempt to regulate cryptocurrency investments has left numerous outstanding questions about its effect on brokerage windows.

Large plan sponsors explain what they look for in quarterly reviews of their plans' qualified default investment alternatives.

If applied to all US target-date options, the incorporation of illiquid assets could represent $5 billion in additional net returns, according to a Georgetown University research report.  

The funded status reached its highest level since before the Great Recession of 2007 to 2009, according to one analyst firm.

Plan sponsors and their retirement industry providers can take steps toward facilitating greater coordination and use of systematic withdrawals by plan participants.

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings.   

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.

A drop in liabilities outweighed poor asset performance in May, causing funded status to modestly increase, according to firms’ analysis.

The narratives of the two parties have consolidated around opposing views and how those views relate to fiduciary duties.

Great-West, parent of Empower, will shed its asset management division but gain a 6.2% stake in Franklin.

What a prolonged debt ceiling fight could cost retirement investors.

U.S. corporate pension plans’ funded levels improved marginally in April, and many are inching toward full funding, according to analyst firms.