Tag: Fixed income

The U.S. Department of the Treasury issued final rules regarding longevity annuities—aimed at bringing more flexibility to retirement savers using the fixed-income vehicles as a longevity hedge.

Target-date funds (TDFs) are an important tool for workplace retirement investors, says Steven Anderson, of Schwab Retirement Plan Services, but more efficient methods of delegated lifecycle investing are...

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

Sage Advisory Services, an Austin, Texas-based asset manager, released a liability-driven investing (LDI) solution tailored for small pension plans.

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets.

Retirement plan participants need to look at their investments over a longer time horizon, says a recent paper from Fidelity Investments, especially when they use target-date funds (TDFs).

The strong growth of passive investment products shows little sign of slowing over the short term and could signal an important secular trend, according to new research from...

A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have as much incentive to outperform as peers running other fund types.

Employees are recognizing that their financial vulnerabilities are most likely resulting from factors they can control rather than external factors such as the economy or stock market, a...

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

Aon Hewitt’s 401(k) Index shows April was another light trading month for defined contribution (DC) plan participants.

The funded status of the largest U.S. corporate defined benefit (DB) pension plans decreased in April, shows data from consulting and actuarial firm Milliman Inc.

The Towers Watson Pension Index dropped 1.2% for the month of April to reach a value of 74.3, showing a decrease in the funded status of U.S. corporate...

Survey results from the LIMRA Secure Retirement Institute (SRI) indicate that in-plan guaranty features are growing in number and in assets.

T. Rowe Price, a provider of investment management services, has launched the new Credit Opportunities Fund.

Funding for corporate defined benefit (DB) plans decreased in April, says an analysis from the BNY Mellon Investment Strategy and Solutions Group (ISSG).

The estimated funded level of defined benefit (DB) plans sponsored by S&P 1500 companies fell another 1% in April to 84%, according to Mercer.

Plan officials need to offer a greater variety of target-date fund glide path options to meet the differing needs of participants, Transamerica says in a new white paper.

Invesco PowerShares Capital Management has launched the PowerShares Variable Rate Preferred Portfolio (VRP).

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.