Tag: Investments

Checksmart and its investment adviser, Cetera Advisor Networks, have been specifically targeted over fees of risk-based asset allocation funds in...

In addition to their own interest in boosting investment performance, investor demand is another top reason why investment managers are...

Cerulli finds that the number of custom institutional multi-asset-class solutions added over the past year “has risen exponentially, even if...

In the complaint, the plaintiff suggests several actions Target could have taken when it knew or should have known its...

An appellate court ruled that the float income incurred when making distributions to retirement plan participants are not plan assets.

Worldwide alternative assets exceeded $7.5 trillion as of year-end 2015, Cerulli says. 

"Pre-retirees now need to plan on having nearly 10% more in retirement savings than before, in order to buy the...

Kravitz found a 19% year-over-year increase in new cash balance plans, compared to 2% for new 401(k)s.

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar...

Despite a slow start to the month, there were three days of above-normal 401(k) participant trading activity—mostly coming after the...

The lawsuit claims the fund violated retirement plan investment policies because it concentrated investments in a single pharmaceutical company stock.

The lawsuit accuses the fund provider of loading its retirement plan with its own funds and using share classes of...

The lawsuit asserts that fiduciaries to the Fujitsu Group Defined Contribution and 401(k) Plan hired an investment adviser with no...

The America Saves Personal Savings Index measures “savings interest” at 65 out of 100, while “savings effort” is a little...

Younger and less tenured employees are more likely to satisfy the minimum diversification goal.

Plaintiffs alleged their retirement plan sponsor engaged in self-dealing by favoring its own products in the plan and otherwise failing...

“We are reaching out to our clients and pointing out that over the long term, the world survives. These short-term...

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond...

May was a light trading month with most inflows going to fixed income funds.

The average funding is 87%, just slightly down from 88% last year.