Investing

Stock market volatility and a major downturn in the stock market seem worrisome for the LGBTQ community as people approach or live in retirement. MassMutual suggests adviser conversations...

Political motivations and investor recommendations can result in choosing a low-performing investment for a retirement plan.

Corporate plans have significantly increased their U.S. fixed income allocation, while public plans have used the funds from U.S. equity and placed them into alternatives, Investment Metrics finds.

Higher short-term rates translate into additional income for investors from their bond portfolios, and their fixed-income allocation should provide greater ballast for the more volatile equity component of...

One option is through a profit sharing plan that invests the money in an annuity once a participant retires.

“A majority of institutions around the world now consider bond ETFs as an alternative for fixed-income exposure and liquidity,” says Greenwich Associates Managing Director Andrew McCullum.

Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.

Industry observers fear that 10 years following the collapse of Lehman Brothers, many investors, including retirement plan investors, may have forgotten lessons that should have been learned.

In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.

Although it did answer the question of whether the decision was made in response to the 5th U.S. Circuit Court of Appeals mandate to vacate the DOL’s fiduciary...

An Insights article from Cammack Retirement notes how different fixed income vehicles perform under a rising interest rate environment and suggests DC plan sponsors offer a diverse menu...

Vanguard research explains how CITs and mutual funds are just as beneficial.

Investors and broker-dealers should start treating ETFs as an asset class all their own, Kevin McPartland, with Greenwich Associates suggests.

Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.

Forty percent say information about fund fees is “very important” when selecting a mutual fund, ICI found in a survey.

A Willis Towers Watson report suggests large capital flows into certain squeezed portions of the private credit market are creating downward pressure on returns and upward pressure on...