Search results for: a
Labor Issues Highlight Importance, Evolution of Retirement Benefits
For several decades, U.S. workers have been much less active in terms of union participation, and this has had a dramatic impact on not only wages and benefits...
Fiduciaries Accused of Shortchanging Participants in ESOP Sale
A Department of Labor lawsuit says the fiduciaries allowed the ESOP's ownership shares to be sold for less than market value to benefit themselves and two board member's...
Op-Ed: ERISA Prudence Demands Healthy ESG Skepticism
Neal Shikes agrees that ESG factors can be an important part of institutional investors’ methodologies, but he also says retirement plan fiduciaries should be skeptical of some claims...
KPMG Faces ERISA Lawsuit in New Jersey
The audit and tax advisory firm is accused of permitting the payment of excessive investment and administrative fees within its own retirement plan.
Principal Expands Solutions to Encourage Hispanics’ Retirement Plan Engagement
The firm has added a Spanish option to its mobile retirement application.
Sponsored by PGIM Investments
The Myth About Target Date Fund Participant Inertia
Are target date fund participants truly inactive, even during market volatility?
Sponsored by PGIM Investments
Sponsored by Manulife / /John Hancock
Glide Paths Within the Glide Path
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle...
Sponsored by Manulife / /John Hancock
Schwab Advisor Services Announces Key Enhancements to iRebal
The portfolio rebalancing and management solution has a new dashboard view, grid interface and improved navigation.
Generations Divided About Short-Term Financial Confidence
After facing challenges resulting from the pandemic, younger participants show the most interest in receiving help from a financial professional.
Retirement Industry People Moves
Alera Group hires COO of wealth and retirement plan services divisions; The Standard hires retirement plans regional sales rirector; AIG announces senior leadership changes; and more.
Franklin Templeton, iJoin Seek to Expand Access to Goals-Based Personalization
The firms say their new partnership will allow advisers to provide a personalized investing solution to participants in smaller plans.
Considering Annuities As an Answer to Fixed Income in a Low Rate Environment
Experts speaking during a webinar said annuities provide an alternative to bonds that reduces longevity and sequence-of-return risks.
Investment Product and Service Launches
SEI acquires investor lifecycle management firm; ISS ESG launches another ESG measurement index series; IndexIQ expands thematic ESG exchange-traded fund offerings; and more.
Fintech Firm Relaunches With Aim to Increase Participant Use of Retirement Plans
Remotiv was designed to use a psychology-based savings mindset training approach that includes unconflicted retirement savings coaches as well as personalized messaging.
Strong Cybersecurity Policies Must Be a Firm Priority
From reputational damage to the downstream effect of more expensive fiduciary liability insurance, advisory firms have a lot to lose from lax cybersecurity practices.
Expect the SEC To Get Tougher on Advisers, Advocate for Retirement Savers
The change in agency leadership has driven a clear change in focus and a new sense of urgency to act on key issues, some longstanding and others just...
Could This Be a DOL ESG Framework That’s Here to Stay?
In addition to the important practical takeaways of the DOL’s proposed rule on ESG investing and proxy voting, sources say the potential impact and what the department is...
Morningstar Finds ESG Funds Are More Expensive Than Conventional Funds
In general, fund fees continue to decline, including those of actively managed funds.
Fidelity Program Aims to Facilitate Easier Wealth Transitions
Fewer than four in 10 advisers say they have a successful track record of partnering with their clients’ children or spouses on successful wealth transitions, meaning the stability...
Walgreen Co. Agrees to Settle Suit Challenging Underperforming TDFs
The challenged target-date funds have already been taken out of the plan, and the defendants have agreed to pay $13.75 million into a settlement fund.