The retirement planning industry already knew Boeing would settle the nearly decade-old 401(k) litigation, but a trove of new details emerged this week as both parties agreed to final settlement terms—including a $57 million price tag.
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A New York Congresswoman’s bill would require more disclosure about hedge fund holdings at a time when media reports have linked hedge funds and shoddy oversight to the ongoing financial crisis in Puerto Rico.
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A majority of employees are happy with the retirement plans their employers provide, but they are increasingly worried post-work health care costs will far outstrip what they’re able to save. Any number of data points can be mustered to show they’re not off base.
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Industry thinking about the retirement plan investment menu has seemingly converged around the “KISS” principle—short for “Keep it simple, stupid.”
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For an adviser to retirement plans, travel comes with the territory. Unfortunately, keeping track of reservations and itineraries, plus terminal and seat numbers, can be challenging.
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Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service.
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