A look at the way bond funds recover from rate hikes and a review of the effect of rate hikes in the 1970s and 1980s on bond funds shows that fears of a bond bubble may be overblown.
Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.
Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?
The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
After leaving a job and a 401(k) plans, most Americans take five years or more to move their retirement savings into a rollover IRA, according to a new survey of former participants by Cogent Research.
“It is time to switch from libertarian-paternalistic nudges to fully paternalistic shoves,” writes Meir Statman, a professor of finance at Santa Clara University, in the draft of a new paper called, “Retirement Income for Non-Savers.”
More than one-third (39%) of 230 U.S. DB plan sponsors representing almost five million employees told Aon Hewitt they are “somewhat” or “very likely” to offer lump-sum payouts to terminated vested participants and/or retirees in 2013.
According to a Russell release this week, the Adaptive Retirement Accounts, like conventional TDFs, would be a qualified default investment alternative (QDIA) under federal regulations, but would be more customized than conventional TDFs to each participant.
Launched last October, NEST (National Employment Savings Trust) is a government-supported defined contribution for Britain's under-savers. Changes to NEST that would make it more competitive with private plans are controversial.
“Assuming modest economic expansion this year, it is plausible that annual stock and bond fund flows exceed $500 billion, more than 50% above the previous annual record,” said Avi Nachmany, SI’s director of research.
Vanguard topped all fund families in January with overall inflows of $17.6 billion, 87% of which flowed to the firm’s passive lineup.