| Industry Leaders Aim To Increase Number of African American Advisers |
| Establishing scholarship funds and more carefully considering the benefits of diversity in the hiring processes are just a few of the ways an increasing number of firms say they are committed to improving industry diversity.
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| Oracle 401(k) Challenge Jumps Another Legal Hurdle |
| A federal district court judge has granted the recommendation of a magistrate judge, to the effect that an ERISA lawsuit filed against Oracle will not be dismissed before trial.
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| Anthem Excessive Fee Case Survives Most Motions to Dismiss |
| The suit charges Anthem 401(k) plan fiduciaries with offering plan investments with excessive fees and paying too much for recordkeeping services, among other things.
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| Freezing DB Plans |
| There are several reasons a plan sponsor may freeze its defined benefit plan, and there are several decisions the adviser should help his client work through when it is about to do so, as well as show the sponsor how it should manage the plan afterward.
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| Younger Participants Expect Employer To Steer Retirement Plan |
| Sixty-nine percent of these participants identify themselves as “do-it-for-me” investors, compared with 56% of those over the age of 30. They are also more likely to appreciate receiving a notice from their employer if they are not saving enough (62% versus 34%).
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