Tag: Mutual Funds

July 14, 2014 (PLANSPONSOR.com) – Participants of 401(k) plans saw lower expense ratios when investing in long-term mutual funds during...

July 11, 2014 (PLANSPONSOR.com) – About 30 investment firms and other parties responded to the Securities and Exchange Commission’s latest...

June 25, 2014 (PLANSPONSOR.com) – The Oppenheimer Emerging Markets Innovators Fund (EMIAX) will be available to retirement plans at the...

June 25, 2014 (PLANSPONSOR.com) – The effectiveness of indexing as an investment strategy has clearly taken hold in the industry,...

June 23, 2014 (PLANSPONSOR.com) – Plan sponsors should understand how investor risk tolerance is affected by market performance, and help...

June 16, 2014 (PLANSPONSOR.com) – Long-term funds netted $39.2 billion in May, increasing the year-to-date intake to $215 billion, according...

June 16, 2014 (PLANSPONSOR.com) – The Financial Industry Regulatory Authority (FINRA) fined Merrill Lynch $8 million for failing to waive...

June 4, 2014 (PLANSPONSOR.com) – Amid the discussion of industry best practices at the 2014 PLANSPONSOR National Conference, the question...

June 2, 2014 (PLANSPONSOR.com) – BMO Global Asset Management is now offering retirement share classes for four BMO Funds.

May 23, 2014 (PLANSPONSOR.com) – Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does...

May 23, 2014 (PLANSPONSOR.com) — A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have...

May 22, 2014 (PLANSPONSOR.com) – John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k)...

May 16, 2014 (PLANSPONSOR.com) - Long-term funds netted $45.2 billion in April, bringing year-to-date intake to $176 billion.

May 14, 2014 (PLANSPONSOR.com) – Investors paid lower average expense ratios for equity mutual funds in 2013, says a report...

April 30, 2014 (PLANSPONSOR.com) – More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern...

April 28, 2014 (PLANSPONSOR.com) – BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio...

April 23, 2014 (PLANSPONSOR.com) – A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many...

March 28, 2014 (PLANSPONSOR.com) – Total U.S. retirement assets reached $23 trillion at year-end 2013, growing 15.6% during the year,...

March 14, 2014 (PLANSPONSOR.com) – New indices released by Thomson Reuters offer liquid access to and performance analysis of the...

March 7, 2014 (PLANSPONSOR.com) – One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer...