Practice Management PLANADVISER May/June 2018

The Retirement Purse

Should a participant's TDF still seek returns after he crosses the finish line?

Reported by

John Keefe

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Products & Services

April 22nd, 2025

Comparing Insured and Non-Insured Payout Options

A recent issue brief from the American Academy of Actuaries examines the insured and non-insured options currently available that can...

Data & Research

April 10th, 2025

Milken Institute Supports Steps to Increase Adoption of In-Plan Lifetime Income Solutions

The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, refining safe...

Compliance

March 6th, 2025

PPL Corp. Agrees to Settle Participant Lawsuit Over TDFs for $8.2M

Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...

Beyond (k) PLANADVISER May/June 2018

Clean Shares’ Popularity

The class improves fee transparency but still needs a clearer definition

Reported by

Rebecca Moore

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Data & Research

December 6th, 2023

Why Small 401(k) Plans Should Remain Wary of Hidden Fees

Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.

Compliance

September 17th, 2021

Complex Ruling Sees Nvidia ERISA Lawsuit Dismissed, For Now

The dismissal order in the case includes several points of success for the plaintiffs, and while the suit has been...

Compliance

September 16th, 2021

Revenue Sharing Disclosure Failures Result in SEC Action

A recent cease-and-desist order filed by the Securities and Exchange Commission underscores the fact that revenue sharing among financial advisers and ‘parties in interest’ is not necessarily an...