Financial Research Corp.

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  Financial Research Corp. Releases 529 Q1 Results

  By Noah Guillaume  |  June 8, 2012

  Total 529 savings plan assets were an estimated $158.3 billion in Q1, reflecting a 9.6% increase from Q4 2011.

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  FRC Report: 529 Plan Assets Dip by 10% in Third Quarter

  By Warren S. Hersch  |  November 22, 2011

  The market value of 529 college saving plan assets declined by more than 10% in the third quarter, according to a new report.

• FRC: SPIA Portfolios Do Better

  By Staff Writer  |  November 3, 2010

  An investment portfolio that holds a single-premium annuity is likely to perform better than a conventional portfolio at providing lifetime retirement income while preserving assets for heirs, according to Financial Research Corp. analysts.

• FRC: Target-Date Funds Still Niche Players

  By Warren S. Hersch  |  May 27, 2010

  Target-date funds now hold just 4% of U.S. retirement plan assets, according to Financial Research Corp.

• FRC: Mutual Funds Rebounding

  By Staff Writer  |  April 30, 2010

  Stock and bond mutual funds took in $70 billion more than investors took out in March, according to the Financial Research Corp.'s monthly study.