Tag: Investments

Mercer suggests 10 areas for investment considerations for not-for-profit health care organizations.

A federal judge denied defendants’ motions in part because the plaintiff’s complaint states viable claims.

Increase in recordkeeper search activity, movement to institutional fund structures, de-emphasizing revenue sharing and adoption of fee policy statements were...

With consumers every day becoming more fee conscious and mounting pressure from regulators and litigators, Cerulli finds that advisers “believe...

The lawsuit calls out Schwab’s use of its own proprietary funds as well as the use of unallocated plan cash.

Pension Inspector Release 10.0 seeks to improve ERISA retirement plan transparency through a variety of avenues, according to AtPrime Media...

Victory Capital expands ETF platform and RBC GAM rolls out new Class R6 shares.

Among other things, a federal court determined that, although the plaintiff signed a release of claims when terminated, the claims...

As the first wave of Generation X workers begins to catch a glimpse of retirement age, the demographic group continues...

Both firms suggest digital and scalable fiduciary advice will be increasingly important under a stricter conflict of interest standard. 

Data from the PLANSPONSOR DC Survey indicates there were only slightly more 403(b) plans with investment expense ratios in the...

The end goal of StoryLine is to have each participant on an investment path personalized to their own circumstances and...

J.P. Morgan suggests ways retirement plan sponsors can help participants improve outcomes in a low-return environment.

The lawsuit alleges the price at which shares of the ESOP were sold was artificially inflated.

“Never before—not even during the global financial crisis—have investors come to us so concerned with such specific questions about the...

A court found Prudential was not acting as a fiduciary and an employer’s 401(k) plan menu and use of an...

Experts ask whether plan sponsors will move towards impact investing in 2017. 

Six essential DB strategies

However, researchers identified an investment strategy that could have been used by investors in-house that would have resulted in similar...

This is a shift from an emphasis on fiduciary risk in fund selection, a study finds.