trendspotting 2017 PLANADVISER March/April

Gen X Faces Hurdles

They need to save 15% of their salary but are socking away only 7%

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Deals & People

June 25th, 2025

In the newly created role, Liersch will focus on financial planning, advice and solutions.

Client Service

September 4th, 2024

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

Data & Research

June 25th, 2024

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...

Compliance Consult 2017 PLANADVISER January February

Recent 403(b) Litigation

At issue are reasonable fees and share classes.

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Compliance

June 24th, 2025

The District of Minnesota ruling, released June 18, closely resembled the dismissal of an ERISA complaint against J.P. Morgan on...

Compliance

June 18th, 2025

A federal judge dismissed the case with prejudice, meaning a new case could not be filed in the district.

Compliance

June 17th, 2025

The complaint was originally filed in 2021 and spent three years in litigation before the settlement was reached at the...