The plaintiffs say that since these experimental funds were added to the plan in 2013, they have consistently underperformed their benchmarks, and have underperformed the funds they replaced...
Defining retirement goals by a particular age can be risky, according to LIMRA Secure Retirement Institute research, as it doesn’t account for the actual savings and assets available...
The percentage of people who contributed to their Fidelity IRA in Q1 2018 increased 14% over a year ago; among Millennials, IRA contributions increased even more.
The company says it needed to stay innovative about how it operates—whether end users want to check 401(k) balances on laptops, dial into a call center to talk...
A new analysis from Charles Schwab shows those with a written financial plan are much more likely to have a higher overall Modern Wealth Index score, be regular savers,...
Robert Gibson, fiduciary consultant at Centurion Group, says there is pressure on advisers from plan sponsors about what they can offer participants, and the challenge is how the...
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more...
Chris Barlow, national director of defined contribution investments for BMO GAM, riffs on the results of a new “DC Conversations” industry assessment; among the top findings is a...
“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve...