Principal, Mercer Hire New CIOs
Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced...
Tag: equities
US Pension Funded Status Continues to Improve in May
A drop in liabilities outweighed poor asset performance in May, causing funded status to modestly increase, according to firms’ analysis.
DB Plans Report High Returns in Q1 2023
After a poor performance in 2022, defined benefit plans are reporting positive returns so far this year as bond markets...
Pension Funded Status Improves in April Thanks to Strong Equity Performance
U.S. corporate pension plans’ funded levels improved marginally in April, and many are inching toward full funding, according to analyst...
Increased Pension Fund Liabilities Overrode Investment Returns in March
According to most analysts, the fall in discount rates raised liabilities by more than the growth in equities, leading to...
Target-Date Funds Have Normalized Workers’ Equity Allocations
Extreme and age-inappropriate allocations by workers to equities, of either 100% or nothing, have been solved by the Pension Protection...
Lower Liabilities Somewhat Offset by Equity Volatility in February
Overall, U.S. corporate pension funding levels experienced a slight increase last month.
PennSERS Drops 12% in 2022
The pension fund lost $6.5 billion in asset value over the last year, ending a three-year streak of double-digit gains.
Worldwide Pension Assets Fell in 2022, to Lowest Level in 15 Years
The decline for pension assets was the largest since the financial crisis of 2008, new data shows.
U.S. Corporate Pension Funding Remains Largely Unchanged in January
Funding levels improved most for pension funds that have significant weighting towards equities, said Agilis.
Research Shows Workers’ Poor Grasp of Target-Date Funds
Plan sponsors may need to bolster participant education for how target-date funds work, according to data from MFS.
Morningstar Advises 3.8% “Safe” Withdrawal Rate, Balanced Portfolio
Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...
October Was Another Light Trading Month For 401(k) Investors
Traders favored stable value funds, with outflows coming from target-date funds and company stocks.
Pandemic Era Stimulus Is Haunting the U.S. Economy
Bank of America analyst says outsized federal aid led to inflation and rate increases.
401(k) Trading in September Reflects Worst Month Since March 2020
Traders favored equities in the beginning of the third quarter as Wall Street posted gaining, but they preferred fixed-income funds...
August 401(k) Trading Sees 2nd Lowest Trading Month
The latest data from Alight Solutions show two above-normal trading days in August, with investors favoring equities during 13 of...
Select 401(k) Balances Declined with Market in Second Quarter
According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 19% lower than a year ago.
401(k) Trading Light in July Despite Market Gains
Stable value funds topped inflows, while most outflows were from target-date funds, according to Alight Solutions data.
401(k) Investors Favored Fixed-Income Funds in June
All but three days in the month had net trading flows going from equities to fixed income.
401(k) Traders Active but Cautious
The latest data from Alight Solutions shows 12 above-normal trading days in May.