Investing

Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing longevity, they need to reconsider allocations.

The five leading TDF families by assets dwarf their competition, and the biggest provider keeps getting bigger.

MassMutual discusses four main strategies for limiting or eliminating defined benefit plan risks over time: hibernating risks, establishing glide paths, hedging risks by re-allocating investment assets and shifting...

Advisers say being easily influenced by recent news is the No. 1 investor misstep, a survey found.

Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k) counterparts. ICMA-RC is working to change this.

Some defined contribution plan investments may already include real estate investments in their underlying portfolio, but if not, plan sponsors may consider real estate investment trusts or direct...

“For investors with long-term time horizons, international equity markets offer diversification and present a meaningful opportunity," says Nigel Bliss, with Mondrian Investment Partners.

Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more susceptible to mixing TDFs and how they mix...

Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby addressing the transparency issue.

A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans, and an ERISA attorney makes suggestions for how plan...

One expert suggests the current yield curve inversion—often called a harbinger of recession—is due more to declining inflation expectations and the weight of negative bond yields in Europe.

An analysis from the 2019 BlackRock DC Pulse survey compares investment preferences of 403(b) and 401(k) plan sponsors and also highlights 403(b) plan sponsors’ focus on retirement income...

Year-to-date, investors have favored fixed income on 186 trading days, or 86% of the trading days available, according to Alight Solutions.

"The new normal for interest rates simply means that retirement investors have to take more risk,” says Steve Foresti, CIO at Wilshire Consulting.