When Robo Advisers Struggle to Scale
While automated client service now plays a key role for many advisory firms, investors who accumulate substantial assets will always...
News
Will ETFs Ever Break Into the Retirement Plan Space?
The factors that make exchange-traded funds popular with individual investors and financial advisers might be moot points in most DC...
Bessemer Trust Company Faces ERISA Self-Dealing Lawsuit
The plaintiffs say the firm’s retirement plan was stuffed full of high-cost, proprietary funds.
Retirement Industry People Moves
NFP announces integration of Lenox Wealth Advisors with Wealthspire Advisors; AIG Retirement Services appoints market strategy and business development Leader;...
Judge Cites Recent Supreme Court Ruling in Denying Dismissal of Excessive Fee Suit
Participants in a terminated 403(b) plan challenged the use of actively managed funds and higher cost share classes.
Split Perspectives on Supreme Court’s New Ruling
Attorneys representing the plaintiffs in Hughes v. Northwestern University say the Supreme Court’s ruling strengthens fiduciary protections for retirement plan...
2022 PLANADVISER Award Season is Here
The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top...
Participants Reassess Their Retirement Savings and Readiness With the New Year
Following the economic impact of the COVID-19 pandemic, participants are shifting back to retirement planning.
Total Annuity Sales Highest Since 2008
The Secure Retirement Institute says strong equity market growth in the fourth quarter and in 2021 helped to propel the growth.
The Art of Building TDF Glide-Paths Amid Market Disruption
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who...
Nearly 60% of Investors Surveyed Want Digital Assets in Retirement Plans
However, the survey found almost two-thirds of advisers wouldn’t recommend retirement investors allocate funds to any digital asset.
Many Retirees Feel Better About Finances Despite Pandemic
Research from the SOA suggests that retirees are doing better than they expected they would while working, despite the ongoing...
Texas Engineering Company Faces ERISA Excessive Fee Lawsuit
The plaintiffs also claim TDFs and other funds offered in the 401(k) plan were imprudent.
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely...
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Inflation Pressures and Real Estate Opportunities
Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations,...
Retirement Income and Alternative Investments
Every level of private equity investment modeled by EBRI resulted in additional 401(k) participants being able to retire at age...
OregonSaves State-Run IRA Program Shows Some Successes
Early evidence suggests that the mandate for employers that don’t offer a retirement plan has boosted retirement savings.
EBSA Nominee Gomez Likely to Advance in Full Senate
While President Joe Biden’s nominee for assistant secretary of labor for the Employee Benefits Security Administration is likely to be...
What the Supreme Court’s Northwestern Ruling Means in Practice
Expert ERISA attorneys say the new opinion in Hughes v. Northwestern University, while important, is far from earth-shattering when it...