Viewpoints about Retirement plan investments
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Five questions to help decide which IRA is right for you
Thinking about including an IRA in your retirement plan? Here are five question to help decide which IRA is right for you.
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Why U.S. stock market outperformance is likely to continue
Investors who subscribe to the mean reversion theory would likely agree that U.S. stocks should underperform their global peers in the months ahead following an extended period of outperformance. One investment team, however, disagrees. Find out why.
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Questions to consider for evaluating proprietary investment options
Find out why plan sponsors should look beyond the proprietary and nonproprietary investment labels when building their fund lineup—and what they should consider focusing on.
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Three themes shaping asset allocation in H2 2023
The global economy and financial markets proved to be more resilient than expected in the first half of the year. Should investors expect a repeat performance in H2 2023? One asset allocator shares his views.
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What does a target-date fund invest in?
Often described as a one-step investment, a target-date fund (TDF) is designed to keep investments aligned with a planned retirement date. But what’s actually inside one of these funds? Here’s a look at the three levels of investment management that help drive outcomes for TDFs.
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What’s the debt ceiling and how is it related to the stock market?
Find out why the debt ceiling isn't just an issue for the government and how it could become an issue for you and your personal finances.
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Asset allocation vs. diversification—what’s the difference?
Learn the difference between asset allocation and diversification and what to consider when creating your retirement investing strategy
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Default or not, 2011’s debt ceiling battle is instructive for today’s investors
With the U.S. government again bumping up against its debt ceiling and trying to avert a potential default, investors may wish to review how a similar battle in 2011 delivered a short-term blow to financial markets.
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What are subaccount unit values and mutual fund net asset values?
Group annuity contracts offer retirement plan investments through subaccounts, which purchase shares of a mutual fund. Subaccounts have a unit value and mutual funds have a net asset value, which don’t always line up.
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What's the potential benefit of a managed account as you approach retirement?
Your workplace retirement plan may offer a feature that can help with the transition from retirement saving to retirement spending. It’s called a managed account—and here are a few reasons to consider looking into it.
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