Tag: Fixed income

Called the Principal Income Protector, a new tool from The Principal Financial Group helps financial professionals deliver post-retirement income solutions and advice.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

A 16% increase in 2014 Pension Benefit Guaranty Corporation (PBGC) premiums pushed Mercer’s Pension Buyout Index into positive territory, meaning it could be cheaper for many employers to...

In an effort to decrease pension risk exposure and insulate their plans from fluctuating economic conditions, more defined benefit (DB) plan sponsors are realigning plan assets to better...

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Advisers to defined benefit (DB) retirement plans may face challenging allocation questions as the funded status of corporate pension funds improves.

The Guardian Insurance & Annuity Company Inc. added the Federated Investors Capital Preservation Fund to its fund lineups.

Defined contribution (DC) plan participants saw average daily transfer activity increase in December 2013 over the previous month, according to the Aon Hewitt 401(k) Index.

Year-end analysis shows a strong finish for equity markets in 2013, with net flows for stock funds and exchange-traded funds (ETFs) exceeding $400 billion.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

Global asset manager Russell Investments is implementing a series of strategic asset allocation changes to several retail product offerings in the U.S. market.

Advisers note that consumer anxiety has a negative impact on financial planning and investment decisions, a survey of financial advisers finds. 

RBC Global Asset Management Inc. released four new emerging markets and fixed-income fund options.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Investors should expect strong equity market results through 2014, with the potential for real U.S. GDP growth to approach 5% in multiple quarters.

Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead. 

The funded status of U.S. corporate pension plans reached 95.2% in December 2013.

Interest in equities continued to grow through the end of 2013, especially with regard to retirement-based investments, year-end analysis shows.

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).