Investment Management

Here you’ll find posts and commentary about a range of issues that make up the investment management side of the industry, from coverage of the investment strategies to performance metrics at the aggregate and fund type levels.




By ASPPA Net Staff11/14/2016 • 0 Comments

In Tech Talk, Ellie Lowder answers questions about what longevity annuities are and when they will be offered as an option. READ MORE

By NTSA Net Staff11/14/2016 • 0 Comments

A recent article takes a look at some of the key challenges retirees face and their impact on retirement benefits. READ MORE

By NTSA Net Staff10/10/2016 • 0 Comments

The Labor Department may have left open a door for commission-based retirement investment advice in its fiduciary regulation, but a major broker-dealer has decided to take a pass. READ MORE

By NTSA Net Staff8/16/2016 • 0 Comments

A new survey suggests that worrying about retirement is keeping many Americans awake at night — but who’s more likely to be counting sheep? Savers or Non-Savers? READ MORE

By Andrew Remo6/22/2016 • 0 Comments

The Senate Special Committee on Aging held a hearing on June 15 to examine ways to leverage prizes and technology to influence savings behavior. READ MORE

By Andrew Remo6/14/2016 • 0 Comments

Last week, House Republicans released the first of six documents detailing their policy agenda, a portion of which included recommendations to “build retirement security through the private retirement system.” READ MORE

By NTSA Net Staff4/14/2016 • 0 Comments

A new survey says that 77% of Americans over the age of 40 don’t know how much they can withdraw without running out of money, though it’s hard not to see that as a conservative figure. READ MORE

By NTSA Net Staff3/9/2016 • 0 Comments

The Department of Labor is planning to study how retirement planning strategies and decisions evolve — and it would like to know what you think about the effort. READ MORE

By John Iekel6/30/2014 • 0 Comments

Controversy persists in the Tar Heel State over the way information is disclosed — or not disclosed — about how state pension funds are invested and the deals behind those investments.  READ MORE

By John Iekel6/25/2014 • 0 Comments

The federal government, a purveyor of regulations and legislation, has set before the 403(b) community a veritable blue plate special — and one with a long shelf life to boot. NTSA President Susan Diehl of PenServ Services, Inc., outlined what’s on that plate at NTSA’s 403(b) Summit in Washington, D.C., on June 24.


By Steven Sullivan6/25/2014 • 0 Comments

Relying on the traditional methods for determining a client’s tolerance for risk can be risky in itself, according to Michael Kitces, speaking at the 2014 NTSA 403(b) Summit in Washington, D.C., on June 24. Kitces is a partner and director of research at the Pinnacle Advisory Group. READ MORE

By Fred Barstein4/19/2014 • 0 Comments

According to research by ING, plan participants who use TDFs are more confident about meeting their retirement goals. They also defer more and are less stressed. In an online survey of more than 1,000 plans conducted last September by ING, 54 percent of investors who chose TDFs said they are confident about meeting their retirement goals — compared with 41 percent of those who do not use TDFs. READ MORE

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