The 2022 PLANADVISER Practice Progress Webinar Series continues August 16 with a timely session on collective investment trusts and other investment vehicles. Join the live discussion and share your comments and questions!
The plaintiffs in the case alleged various plan fiduciaries breached their duties under ERISA by allowing the payment of excessive fees for recordkeeping and investments.
The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date funds.
Participants save via employer payroll deductions and interest is paid monthly.
The online portal offers participants the option of connecting their current retirement plan data with other unconnected investments.
Mutual of Omaha Retirement Services announces new hire; CAPTRUST adds endowments and foundations director; PlanMember opens new financial center in Pittsburgh; and more.
A recent NEFE study examines the broad range of experiences members of the LGBTQ community have had while interacting with the financial services sector.
The defendants’ motion to dismiss has been denied.
FTSE Russell’s index series helps investors align their portfolios with their individual values by selecting issuers based on the impact of their conduct and products on society and the environment.
The partnership seeks to automate health care price data to reduce administrative and contracting burdens for individuals, employers and health care providers.
The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry.
Nineteen Republican state attorneys general signed a letter to BlackRock seeking ‘clarification on actions that appear to have been motivated by interests other than maximizing financial return.’
The latest data from Alight Solutions shows there were no above-normal trading days.
The agency says compliance can be challenging for small and medium-sized employers who have limited time, resources and access to professional help.
