Investment Product and Service Launches
eMoney Advisors adds new features to Monte Carlo set; Investors Heritage launches latest fixed index annuity; Wisconsin and Voya Investment...
News
ICON Clinical Research Faces Common ERISA Claims
One feature the new complaint has in common with suits filed previously by Capozzi Adler is its reliance on comparing...
Judge Finds Participant Data Is Not a Plan Asset in Case Against Fidelity
As part of an excessive fee lawsuit against Shell Oil, Fidelity was named as a defendant and accused of breaching...
A New Telling of the Story of Persistent Inequality
The interest rate regime embraced to combat strong inflation of the mid-1970s and early 1980s has had unintended consequences—including the...
SEI Acquires Oranj’s Cloud-Native Technology Platform
This is expected to enable advisers to engage with clients in technologically advanced ways
AIG Retirement Launches Latest Mobile Enrollment Experience
Employers working with AIG Retirement Services can select from different virtual and mobile elements—including QR codes, instructional videos and interactive education modules.
Advisor Websites, Snappy Kraken Partner on Marketing Initiative
They aim to make it easier for advisers to launch and monitor automated marketing campaigns
Judge Moves Forward Claims in Lawsuit Against Schneider Electric
Claims were also moved forward against defendant Aon Hewitt Investment Consulting related to a target-date fund (TDF) switch.
Advisers Have Expanded Their Role During the Pandemic
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding...
Institutional Investors Look to Strengthen Portfolios With Alternatives, Multi-Asset Approaches
Interest in ESG investing continues to grow, but many investors want proof of its alpha.
Adviser Op-Ed: The Case for Custom Default Investment Solutions
Michael Volo at CAPTRUST says it makes sense that target-date solutions have evolved the same way retirement plan products have...
Adviser Op-Ed: The Next Generation 401(k) Plan
Brad and Grant Arends at intellicents explain why they are committed to using managed accounts as a means of delivering...
Data Points: Customization and the QDIA
Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary...
ERISA Attorney Q&A: Customization and Litigation
One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while...
Industry Views on Customized TDFs, Managed Accounts
Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a...
Upcoming Webinar: ESG and ERISA Plans
We will discuss how asset managers are putting environmental, social and governance investing themes to work. Particular attention will be paid to the regulatory environment and the potential...
DiMeo Schneider to Rebrand as Fiducient Advisors
The leadership and ownership structure of the firm, which advises on more than $225 billion in client assets across endowments and foundations, retirement plans, private clients and financial...
Exclusive: Hub RPW Launches ‘Select’ Solution for Small-, Mid-Market
Hub Retirement Select is billed as a comprehensive solution for small to midsized businesses looking for amenities traditionally afforded to large organizations, all bundled into ‘a simplified, single...
Retirement Industry People Moves
OneAmerica hires industry veteran for East Coast sales territory; Ameritas announces new officer elections; AIG Retirement Services names new hires...
EBRI Data Spotlights Pernicious Savings Gaps by Race, Ethnicity
The research organization says its latest analysis provides an important and sobering benchmark as policymakers and employers seek to address inequities in savings across races and ethnicities.