Special Program Root Tag

In 2011, 401(k) plans will turn 30, but the milestones the mutual fund industry has reached in this time are but a nanosecond in the history of U.S. retirement policy.

Predicting a positive but shaky year ahead, alternative investors are looking abroad to reap the benefits of the global recovery.

NEW YORK -- In the aftermath of the global recession, regulators from developed nations are working with financial industry leaders to build a new foundation for a more balanced global economy less susceptible to worldwide crises.

BOSTON -- Longtime industry veteran Dan Fuss, the 76-year-old vice chairman and managing director of Loomis, Sayles & Co., knows that the Federal Reserve has to raise interest rates eventually. This could dramatically affect credit spreads, yield curves and other macroeconomic issues. But until such a move takes place, there is no need to get excited.

Wherever the money's going, it's not going to municipal bond mutual funds.

With the fund industry landscape constantly changing in response to the credit crisis, Money Management Executive asked Matt Ward, Head of Fund Administration, North America, Northern Trust, for his insights on how fund administrators are being affected.

As the private-label mortgage bond market comes back to life, real estate investment trusts may play the lucrative central role that belonged to banks and Wall Street firms during securitization's pre-crisis heyday.

The more things change, the more they remain the same. In the early 1980s, the nation faced a serious retirement challenge, with Social Security estimated to have unfunded liabilities of about $6 trillion and worries about whether the Greatest Generation would be able to afford its retirement.

The aftershocks of the financial crisis have left us with fewer distributors, increased investment scrutiny by analysts, and the most severe competition for assets in the history of the industry.

The 30th anniversary of the first 401(k) savings plan which I designed is rapidly approaching on Jan. 1, 2011, making this an appropriate time to briefly consider how 401(k) has impacted our retirement system.

Treasury Offers Interim Tax-Credit Bond Guidance

Fidelity Taps Henderson as Clearing Canada Chief Exec

In 2011, 401(k) plans will turn 30, but the milestones the mutual fund industry has reached in this time are but a nanosecond in the history of U.S. retirement policy.

The majority of dollars that wealthy investors formerly allocated to workplace-based retirement accounts like 401(k)s and 403(b)s are now being poured into individual retirement accounts, according to a report by Cogent Research LLC.

A recent survey of 401(k) practices found that 68% of employers allow employees to contribute 25% or more of their earnings into their 401(k) plan, according to marketing research company Business and Legal Resources.

American Century Investments has announced the launch of its Strategic Inflation Opportunities Fund to address growing concerns about inflation and an increased demand for non-correlated asset classes.

The pace of mergers and acquisitions in the asset management industry is expected to pick up for the rest of this year both nationally and globally after tumbling in the first quarter.

While 45% of pre-retirees say they expect to rely on 401(k) plans or individual retirement accounts to fund their retirements, the number is shrinking, according to a new Gallup poll.

ProShares has launched four new exchange-traded funds that seek to provide 200% of the daily return of their respective indexes.

The Insured Retirement Institute on Thursday sent a “broad, comprehensive” response to the request for information on lifetime income that the U.S. Departments of Treasury and Labor recently issued.