The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median one-year gain for all plan types of 14.72%.
Tag: investment performance
Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence on TDFs.
A relatively large allocation to international equities in Public Funds helped them beat out returns for Corporate ERISA plans and Foundations & Endowments, according to Northern Trust.
401(k) participants claim GE retained underperforming proprietary funds in the plan so that its asset management arm could earn significant profits.
In addition to saving more and working later, researchers from State Street Global Advisors suggest policy changes that could improve retirement readiness for younger workers and late savers.
Across the top 300 funds globally, U.S. funds represent 38.6% of assets.