Majority of Employees Have Financial Stress
May 16, 2011 (PLANSPONSOR.com) – Eighty-six percent of employees surveyed by Financial Finesse report having at least some financial stress.
Administration
Master Trusts See Third Quarter of Positive Returns
May 13, 2011 (PLANSPONSOR.com) - The median return of the BNY Mellon U.S. Master Trust Universe was 3.68% for the first quarter of 2011, marking the third consecutive...
Retail Separate Accounts a New Opportunity for Institutional Asset Managers
May 12, 2011 (PLANSPONSOR.com) – Cerulli says new opportunities can be recognized in the retail separate accounts industry by institutional asset managers that are willing to pursue them.
Most Affluent Plan Participants not Completely Satisfied with Provider
May 11, 2011 (PLANSPONSOR.com) - According to a new report released by Cogent Research, less than half of affluent investors are completely satisfied with their current employer-sponsored retirement...
SunTrust buys CSI Capital Management
May 11, 2011 (PLANSPONSOR.com) – SunTrust Banks, Inc. has acquired the assets of CSI Capital Management, a San Francisco based wealth management firm.
Pre-Retirees Working with Financial Adviser More Confident
May 10, 2011 (PLANSPONSOR.com) - The majority (54%) of pre-retiree households that have a professional financial adviser feel confident they will be able to live the retirement lifestyle...
DB Sponsors Increasingly Adopting LDI Strategies
May 10, 2011 (PLANSPONSOR.com) - A new survey from Aon Hewitt found that pension plan sponsors are shifting their asset allocation away from domestic equities in favor of...
Peru Lawmakers Propose Bill to Prevent Pension Takeover
May 6, 2011 (PLANSPONSOR.com) - A proposal before Peruvian lawmakers aims to protect $30 billion in private pension funds from takeover by future governments.
S&P 1500 Pension Deficits Decrease by $4B in April
May 5, 2011 (PLANSPONSOR.com) - The aggregate deficit in pension plans sponsored by S&P 1500 companies decreased by approximately $4 billion during April, from a deficit of approximately...
Pension Funding Sees 8th Consecutive Month of Improvement
May 5, 2011 (PLANSPONSOR.com) - The funded status of the typical U.S. corporate pension plan in April rose 0.7 percentage points to 89.2%, the eighth consecutive month of...
Fair-Value Measure Truer Picture of Public Pension Costs
May 5, 2011 (PLANSPONSOR.com) – An Issue Brief from the Congressional Budget Office suggests that the fair-value approach for measuring public pension assets and liabilities provides a truer...
Survey Shows a Couples Disconnect over Finances
May 4, 2011 (PLANSPONSOR.com) - A new national survey finds discrepancies in financial candor and spending habits among Americans aged 25-55 in committed relationships.
Research Shows Women Getting a Jump on Retirement Readiness
May 3, 2011 (PLANSPONSOR.com) - Women’s confidence in their ability to plan for retirement has reached a three-year high, with 69% of women rating their confidence level as...
Smaller Managers See Faster Growth
May 3, 2011 (PLANSPONSOR.com) - Twenty of the top-25 fastest growing fund firms over the 12 months ended March 2011 had less than $5 billion in stock and...
Active Traders Show Market Optimism
May 3, 2011 (PLANSPONSOR.com) - The latest Charles Schwab Active Trader Sentiment Survey found that 72% of those traders who are expecting a tax refund this year plan...
Differences Subtle between “To” and “Through” Target-Date Funds
May 3, 2011 (PLANSPONSOR.com) – Morningstar’s Target-Date Industry Survey concludes that it remains very difficult for investors or plan sponsors to tell whether a target-date fund series is...
Target-Dates Do Well in 2010
May 3, 2011 (PLANSPONSOR.com) - Bull-market gains in 2010 helped target-date funds perform well, as compared with standard market benchmarks, according to Morningstar’s Target-Date Industry Survey.
Wealth Change during Recession Led to Changes in Plans for Retirement
May 2, 2011 (PLANSPONSOR.com) - A 2009 follow-up survey of households that completed the 2007 Survey of Consumer Finances (SCF) found changes in families’ savings intentions or behavior,...
Cerulli Expects $1T in Growth for Latin America Funds
April 29, 2011 (PLANSPONSOR.com) - A report from Cerulli Associates indicates Latin America’s mutual funds and private-pension funds will amass another $1.4 trillion over the next five years, ...
Towers Watson Pension Index up for Q1 2011
April 29, 2011 (PLANSPONSOR.com) – All regions in the Towers Watson Pension Index saw positive investment returns and interest rate increases in the first quarter of 2011.