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Retirement Report - September 2011 |
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Tuesday, 20 September 2011 10:02 |
Consultant Commentary: How Do You Measure Plan
Success?
Generally speaking, if 401(k) plans are meant to be used to
augment retirement income they may be considered a success.
However, if they are expected to serve as the primary source of
retirement income (along with Social Security), success is proving
to be elusive for most participants.
The realities of this conclusion have been evidenced in various
studies and analyses. Conclusions drawn from this investigation are
leading to more candid conversations regarding potential solutions
for dealing with...
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Second Quarter 2011 Market Review: Volatility Picks Up |
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Wednesday, 07 September 2011 07:11 |
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U.S. Equity markets were flat for the quarter (with the DJW 5000
Index posting a zero percent return), but not without experiencing
a roller coaster ride. The last month of the quarter saw equity
markets heading significantly lower and well off their
intra-quarter highs, and the last four trading days brought about a
dramatic surge to the upside, erasing the quarter’s intra-period
losses and bringing U.S. equities back to levels they were at only
three months ago. International equities posted slightly better
results than their U.S. equity counterparts, returning a positive
1.8 percent for the quarter (MSCI EAFE Index), but also showing
similar volatility. U.S. fixed income made significant gains, no
doubt helped by the spike in equity... |
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