| DOL Takes Fiduciary Responsibilities Seminar to Cleveland |
| The DOL says the seminar will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.
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| Wells Fargo Proprietary TDF Suit Dismissed |
| A federal district court judge has granted Wells Fargo’s motion to dismiss a lawsuit accusing it of self-dealing and imprudent investing of its own 401(k) plan’s assets by funneling billions of dollars of those assets into Wells Fargo’s proprietary target-date funds (TDFs).
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| Recordkeeping Market Evolution Marches On |
| Anyone working in the retirement planning marketplace will have heard about recordkeeping margins being pushed to the floor—so why are some firms confidently doubling down?
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| Income and Investment Gaps Face Gen X |
| Baby Boomers and Millennials are the two age groups most frequently considered by retirement industry research, but an increasing number of experts have stressed that Generation X, also called the “sandwich” generation, should be analyzed on its own.
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