Results for "defined contribution plans"

Displaying 632 results

Sort: Date | Relevance

Author:

John Hancock pushes for liquid alts in retirement plans

November 25, 2014

John Hancock steps up to support for liquid alternatives in defined contribution plans. University endowments allocate 53% to alternatives, but most retail-class investors are stuck with long-only stock and bond funds. As straightforward as...

Government workers get first crack at phased retirement

November 23, 2014

Virtually every survey of American workers finds the majority would like to ease into retirement, perhaps working part time for a few years before calling it quits completely. The problem is, corporate America has been slow to embrace the phased-retirement...

Retirement plan sponsors want more from advisers

November 20, 2014

Retirement plan sponsors want better service from financial advisers, according to Fidelity Investments'annual survey on plan sponsor attitudes. “We're seeing that the conversation between plan sponsors and advisers is starting to change,”...

Demand for socially responsible investing options in 401(k)s on the rise

November 14, 2014

Retirement plan advisers may need to learn more about socially responsible investing to meet an increasing demand for such options in 401(k) plans. Just as individual clients are increasingly asking their financial advisers to help them devise...

BlackRock names Castille as chief retirement strategist

October 31, 2014

BlackRock Inc., the world's biggest money manager, named Chip Castille to a newly created position of chief retirement strategist. Mr. Castille will direct the growth of BlackRock's global retirement product platform, including its LifePath...

Great-West Financial renames new retirement plan business Empower

October 30, 2014

Great-West Financial has renamed the retirement plan entity that combines the businesses of J.P. Morgan and Putnam Investments: The group is now called Empower. The new name is the latest step in Great-West's integration of sister company Putnam...

Rethinking the traditional retirement income glide path

October 26, 2014

A few years ago, the Principal Financial Group published a white paper comparing two of the most popular retirement income strategies: systematic withdrawals and the bucket strategy. The paper found that a bucket strategy, which assigns a different...

Conservative target-date funds weathered the third quarter market rout

October 26, 2014

More conservative target-date funds — those favoring higher relative positioning in bonds — weathered the market rout best in the third quarter, according to target date fund analyst Janet Yang of Morningstar Inc. (Related data: The best-...

Best- and worst-performing target date funds

October 26, 2014

Target Date 2016-2020 Top 10 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* Putnam RetirementReady 2020 A (PRRMX) 0.05% 8.17% 9.67% 7.38% $43.40 0.99% Madison Target Retirement 2020 R6 (MTWRX) -0.34%...

Treasury, IRS OK annuities in 401(k) target date funds

October 24, 2014

Treasury Department and IRS approval on Friday of the use of annuities in target date funds in 401(k) plans, including as a default investment, will make lifetime-income features more popular and help ensure that droves of baby boomers don't...

Earnings season shapes up as the next test for the markets

October 13, 2014

Third-quarter earnings could be the next reality check for stocks, and for investors. As the reports start rolling out this week there are reasons to worry, but not panic. The five-year corporate earnings love story heads for a rough patch An...

A 401(k) conundrum: Can you make cash pile last for life?

October 8, 2014

Even if you've socked plenty of money away in your 401(k) plan and invested it carefully, some of your toughest decisions lie ahead. And don't expect much help or clarity from the government or your employer. Strategies for drawing down lump-sum...

Strategies arise to take advantage of new IRS after-tax rollover

September 24, 2014

Advisers are weighing strategies in light of the IRS' recent announcement on its treatment of after-tax money in 401(k) plans, but those opportunities might be hard to come by at the employer level. Last week, the Internal Revenue Service released...

3 tips for tomorrow's retirement plan adviser

September 21, 2014

25 years ago, the main focus for retirement plan advisers was picking funds for a 401(k) in-vestment menu. While that seems increasingly anachronistic, one of the original selling points of the 401(k) was that it offered a broad range of choice...

Liquid alts are a threat to hedge funds as we've known them

September 18, 2014

Despite chatter to the contrary, it is way too early to start forecasting the extinction of the $2.8 trillion hedge fund industry. Those ridiculous fees, however, could be headed for the endangered species list. It is difficult to feel sorry...

BlackRock's iShares steps back from target date ETFs it helped pioneer

September 2, 2014

Target date asset allocation strategies are growing fast. That is, unless they're packaged in an exchange-traded fund. Next month, BlackRock Inc.'s exchange-traded funds division, iShares, is shutting down its entire lineup of target date funds....

The case against state-run retirement plans

August 28, 2014

While most Americans are not aware of it, a broad nationwide trend is underway that could profoundly impact the choices and tools that are available to them as they plan for retirement. Across the country, state legislators have introduced bills...

What top 401(k) plans do differently

August 27, 2014

It's no surprise that highly paid workers have better 401(k) plans, but that doesn't mean advisers can't help employers improve the odds for all workers across the board. BrightScope Inc. recently analyzed employers' Form 5500 data and plan...

DOL eyes brokerage windows in 401(k) plans

August 20, 2014

The Labor Department is setting its sights on brokerage windows in 401(k) plans, requesting information from the industry on the types of choices available and how much is disclosed to participants. The DOL Wednesday released its request for...

Some target-date funds are boosting equities

August 18, 2014

Several target-date fund providers raised the equity components of their glidepaths, saying their research shows participants have a slightly higher risk tolerance than in the years immediately after the economic crisis. Although executives...

« Previous PageNext Page »

1 ... 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 ... 32

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.