Weekday news and analysis for retirement plan advisers
Monday, November 29, 2021
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COMPLIANCE
Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA
The lawsuit claims the veterinary hospital network’s retirement plan, which has more than $500 million in assets, should have paid lower fees for recordkeeping and administrative services.
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Adviser Apps Not Just a ‘Check the Box’ Item
Mobile applications have become an important part of the advisory client’s user experience and can potentially make a big difference on how a firm is seen.
Today’s Most Read
1.
Carlyle Makes Growth Investment in CAPTRUST
2.
Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors
3.
When Attorney-Client Privilege Applies Under ERISA
Three Economic Reasons to Give Thanks
With the year winding down, LPL Financial’s chief market strategist reflects on what investors have been grateful for over the past 11 months, from the strong U.S. consumer to the soaring stock market.
Retirement Industry People Moves
Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.
Op-Ed: Modernizing Fixed Income in Plan Lineups: Addressing Four Key Challenges
Janus Henderson’s Adam Hetts takes a deep dive into the risk and reward of fixed-income investments in plan lineups, identifying some pressing challenges that deserve plan advisers’ attention and action.
ESG’s Growing Influence on Proxy Voting
Due to regulatory changes and market demand, proxy voting is about to be more influenced by environmental, social and governance approaches. For plan advisers, this change could open additional client service opportunities.
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