Student Loans Setting Millennials Back
The weight of student loan debt is preventing many from saving for retirement.
Tag: Investments
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Guardian Enhances 401(k) Website for Small DC Plans
A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller...
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Goldman Sachs Unveils Retirement Share Class
R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.
Regulations Are Sponsors’ Primary Concern
Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.
Annuitization Costs Dropped During Q2
A BlackRock analysis finds the cost of future retirement income dipped in the second quarter—the first substantial quarterly drop since...
A Plan Sponsor Hires a 3(38) Investment Manager
Hollis Lamon finds a 3(38) investment manager saves him money and time, improves his fiduciary processes and improves participant outcomes.
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Employee Fiduciary Launches Financial Adviser Directory
An online directory connects plan sponsors to advisers nationwide.
(b)lines Ask the Experts – Can a 403(b) Offer Managed Accounts?
“Can a 403(b) plan offer managed accounts?”
TDF Customization Adds Considerable Complexity
We’ve all been told time and again: just because we can do something doesn’t mean we should. It’s a lesson...
‘Safe’ Investments Get More Participant Transfers in June
Money market funds received the most inflows from defined contribution plan participant transfers in June.
Beyond Auto-Enrollment: Managed Accounts and Advice
The second in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling...
Active Management Important to Investors
Professional U.S. investors say protecting capital in down markets is one of the most important considerations when selecting an active...
On Remand, ABB Wins Fund Change Case
In the long-running Tussey v. ABB lawsuit, a court found ABB breached its fiduciary duties, but a procedural error by...
Retirement Shortfalls and Cooler Markets
Why are older Americans’ retirement income shortfalls everyone’s problem?
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Maine RIA Issues eBook on TDF Best Practices
A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.
Survey Reveals Why 403(b) Plans Need Advisers
“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
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John Hancock Cuts Investment Expenses Again
Reductions of up to 26 basis points or up to 38% per fund vary by fund.
Nuances of 403(b) Plan Investment Menus
The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an...
Canadian Sun Life to Buy U.S. Prime Advisors
Sun Life Investment Management has agreed to purchase Prime Advisors.
Asset Managers Don’t Trust Performance Data
More than half do not think their performance figures are completely accurate.