Retirement Assets Among Many Potential Targets for Tax Reform
One proposed avenue of tax reform would treat the Social Security and Railroad Retirement programs in the same way that...
Tag: Investments
Retirement Savings Drive Shift in Capital Distribution
A new analysis by several well-known economists warns of severe economic consequences related to income inequality; but there are also...
New 401(k) Excessive Fee Suit Filed Against Delta Air Lines
Among the charges is that, prior to 2011, the plan included too many, and duplicative, investment options.
New Trends in ERISA Litigation Appeared in 2016
ERISA lawsuits against retirement plans in 2016 have included new allegations not seen before and have spread to target different...
Starwood Hotels Accused of Multiple Fiduciary Failures
Excessive fees, revenue-sharing, lack of a stable value fund and failing to follow fund selection for participants are among accusations...
DC Participant Experience Will Change Regardless of DOL Rule
Broadridge identified three trends driving change in the retirement industry.
Mercer Suggests Areas for DC Plan Review
Plan design, investments, fees, financial wellness and the DOL’s fiduciary rule are all things defined contribution plan sponsors should consider...
Plaintiffs Still Pushing Tibble vs Edison Through Federal Courts
After multiple trips through the district and appellate court systems and consideration by the Supreme Court on multiple occasions, Tibble...
November Fund Flows Underscore Active-Passive Shift
New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November.
Institutional Investors Anticipate Market Evolution in 2017
Populism is challenging globalism and creating new tail risks; concerns about low growth are giving way to concerns about inflation.
The Case for the Traditional K-12 403(b) Model
Elements of the traditional model for K-12 403(b) plans provide motivation to participate and needed financial help, but there is...
Retirement Industry People Moves
Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory...
DC Plans Use Passive Investments for Fiduciary Ease
“If they are choosing a passive investment option simply because it is less work for them, this is not in...
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Investment Products and Services
T. Rowe Price expands 401(k) brokerage services with Charles Schwab; USAA launches R6 retirement share classes; T. Rowe Price introduces...
Shifts in Asset Allocation Anticipated for Institutional Investors
Fidelity finds the top concerns for institutional investors are the low-return environment and market volatility.
Advisers’ Responsibilities to Plan Sponsors Extend Beyond Investments
With increased litigation, a new fiduciary rule and a new presidential administration, retirement plan sponsors should evaluate the services provided...
Investment Actions for DB Plan Sponsors in 2017
A list from Willis Towers Watson gives DB plan sponsors food for thought.
Investing Confusion Lowering Retirement Confidence
Though retirement is Americans' No. 1 priority, a survey found 66% think investing is complex and confusing.
The Missing Link to the Best Performance of Investment Managers
The culture of an investment manager organization can have a strong impact on putting plan sponsor and adviser interests first,...
Wells Fargo 401(k) Suit Challenges Use of Proprietary TDFs
The lawsuit accuses the bank of using an "easy enroll" feature to funnel funds into its TDFs, which it says...