Tag: Investments

Ultimately, Putnam Investments prevailed in a lawsuit claiming it and its retirement plan fiduciaries engaged in prohibited transactions by offering...

Nationwide adds 3(21) fiduciary service from IRON Financial; Delaware Investments rebrands; Trust Company of America launches ETF Custody Advantage; and...

The core of the plaintiffs’ claims relate to the use of American Beacon Funds in the plan, which were created...

The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management...

The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.

Younger cohorts are far more likely than their older peers to express hesitation and cynicism about the choices their advisers...

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...

For faculty, when it comes to grading their own financial literacy—from budgeting to investing—this group of educators admit they’d give...

The only motion to dismiss by the defendants that the court granted concerned a claim that the 401(k) plan should...

Forty-three percent of investors with a written plan are highly confident they are headed towards a comfortable retirement, compared to...

Plaintiffs originally filed their cash balance plan lawsuit in 2004, claiming the way their employer created a cash balance plan...

Governmental plan sponsors are generally not policed by ERISA, but they face their own set of “old, obscure laws” that...

In conjunction with MidAtlantic Trust Co., Paychex is also now providing a solution to levelize the commissions paid to financial...

Leaders from J.P. Morgan encourage DC plan sponsors and advisers to strongly consider offering participant support on such challenging topics...

For one thing, the participant contends the ESOP portion of the plan should have been invested in the sponsoring company’s...

Authors of a new research report tell PLANSPONSOR they were surprised by just how well the Roth approach performed in...

Independent investment and advisory firm Arnerich Massena released the second in a series of white papers covering retirement plan best...

While a couple of Insperity defendants’ motions to dismiss were granted, most were denied.

While 68.7% of Americans seem certain and assured of their retirement readiness, only 22.7% understand how their savings are invested.

Ninety percent want their financial adviser to help them devise a retirement income strategy, and 61% want them to educate...