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Investment Product and Service Launches
Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA.
Fund Argues Court Decision Shields PE Firms From Multiemployer Plan Withdrawal Liability
The New England Teamsters and Trucking Industry Pension Fund, in its long-running legal attempt to collect withdrawal liability, has filed a petition with the U.S. Supreme Court.
Court Agrees Colgate-Palmolive Miscalculated Cash Balance Benefit Payments
A court ordered Colgate-Palmolive to recalculate benefits paid to certain retirees from its cash balance plan but stayed the relief to allow time for an appeal.
Cover Story
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors.
ERISA vista
DOL Gives Private-Equity Guidance
401(k) plans may include the strategy as part of a diversified fund.
Winners’ Circle
Three Who Lead the Way
Past Retirement Plan Advisers of the Year discuss participant services.
Practice Management
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients.
More Employers Including ESG Investments in Executive Compensation, Retirement Programs
Surveys find plan sponsors and participants have a growing interest in environmental, social and governance issues.
Financial Wellness Programs Can Ease COVID-19 Tensions
As the coronavirus pandemic continues to lead to an increase in financial concerns, a Retirement Advisor Council guide suggests key financial well-being strategies.
DOL Efforts Seem to Heighten Duties Before ESG Can Fly in Retirement Plans
Prior to the issuance of its proposed rule on ESG investing in retirement plans, the DOL sent letters to plan sponsors and CIT providers requesting information about ESG...
Retirement Industry People Moves
LeafHouse announces marketing and communications VP; Aegon AM selects global product head; Compass Advisors joins Vanguard’s Elite Advisor Program; and more.
More Teachers Are Leaving the Workforce
Many are considering early retirement or reducing their retirement savings.
iHeart 401(k) Plan Fiduciaries Targeted in Excessive Fee Suit
The allegations basically mirror those included in the long list of excessive fee suits filed.
Another Lawsuit Scrutinizes Use of Active TDF Suite in 401(k) Plan
Prime Healthcare Services is one of the latest targets of an ERISA 401(k) excessive fee suit.
ShareBuilder 401k Announces Discounts on Safe Harbor Accounts
The offer will run until the October 1 safe harbor deadline.
Security Benefit Launches Retirement Plan Mobile App
The company is also offering a new platform that combines health and financial wellness.
Advising Early Retirees on Money Management
Retiring early can be stressful for workers, but with help from advisers, it doesn’t have to be.
SEC Staff: COVID-19 Creates New Compliance Considerations
Market volatility related to COVID-19 may have heightened the risk of misconduct in various areas that the SEC staff believes merit additional attention from advisers and compliance professionals.
15th Anniversary of RPAY: Rick Wedge
When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets under advisement. Today, Wedge, a managing director with...