Search results for: SCO
Index Funds Nearly Universal in Large 401(k) Plans
A BrightScope/ICI study also found collective investment trusts (CITs) accounted for a larger share of assets in larger plans than smaller plans.
Process Protects Fiduciaries in Sequia Fund Performance Lawsuit
The ERISA fiduciary duty requires fiduciaries to act with prudence, not prescience, a court said.
Employers Offer Diverse Range of 401(k) Investment Options
In 2016, the average plan offered 27 investment options, according to a report from BrightScope and ICI.
Funded Status Complicates Fiduciary Lawsuit Appealed to SCOTUS
Crucial to the case is the fact that the pension plan is not facing insolvency, raising the question of whether retirees can prove concrete harms occurred which are...
A Crash Course in Social Security Maximization
Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies.
MFS Reaches Settlement Agreement in ERISA Lawsuit
In addition to a multi-million dollar monetary settlement, MFS has agreed to certain plan design changes moving forward.
Seniors Worried Health Care Costs Will Outpace Retirement Savings
Women are even more concerned than men.
Advisers Should Include Guaranteed Income in Income Strategy Discussions
A study by Greenwald & Associates and CANNEX shows those close to retirement highly value guaranteed income to supplement Social Security, and suggests advisers consistently underestimate clients’ interest.
Supreme Court to Weigh In on ‘Actual Knowledge’ in ERISA Cases
The Employee Retirement Income Security Act (ERISA) does not actually define "actual knowledge" required by participants who file fiduciary breach cases, and U.S. Circuit Courts are split on...
Sponsors Seeking Advisers with CIT, ESG Expertise
Many retirement plan participants want to deploy their values in their portfolios, as do portfolio managers; advisers can help make this happen.
Retirement Industry People Moves
Transamerica promotes RVP to large-market sales director; Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and more.
Feature
High-Tech Meets High-Touch
How advisers blend technology and coaching to engage plan participants
Cover Story
Advisers’ Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting
SEC Seeks to Protect Teachers and Military Personnel
The regulator is increasing its education about saving and investing to these groups, along with enforcement to safeguard them.
Clear Disclosure Partners Helps Retirement Plans With Cybersecurity
The Cybersecurity Risk Management Program develops and manages an ongoing cybersecurity program for retirement plans.
Learning from Asset Managers’ Defined Contribution Plans
Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others...
OCIOs Foresee More Derisking DB Plans Using Alternative Investments
Long-duration private debt can be used for hedging liabilities, and other alternative investments may be used for enhancing risk-adjusted returns, a report from Cerulli Associates explains.