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Talking Points
Talking Points
To Set It and Forget It Can Affect ReturnsManagers of target-date funds are favoring their own fund families at the expense of performance when investors have a set-it-and-forget-it...
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Rollovers and Fiduciaries
Recent DOL guidance expands the definition of fiduciary advice.
Retirement Industry People Moves
Luma hires annuities sales director; PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and more.
Women Face $1.1M Lifetime Salary Shortfall
Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits and other career issues appropriately.
Investment Product and Service Launches
Dimensional Fund Advisors converts several mutual funds into active ETFs and Investment Metrics launches factor analysis platform.
DOJ Sues to Block Aon/Willis Towers Watson ‘Oligopoly’
The Department of Justice says Aon’s acquisition ‘would create a broking behemoth,’ breaking apart the ‘Big Three’ insurance brokers.
Mixed Ruling Issued in MetLife Mortality Table ERISA Lawsuit
The retirees’ main claim is that the plan’s use of mortality tables from 1971 and 1983 to convert default retirement benefits into the alternative benefits that they opted...
Judge Significantly Pares Down Claims in ERISA Excessive Fee Suit
Some claims against Konica Minolta and its 401(k) committee were moved forward but all claims against the company’s board were dismissed.
John Hancock Introduces Fully Transactional Mobile App
It gives users access to their accounts and retirement income projections in the palm of their hand.
Adviser Op-Ed: The Merits of a Retirement and Benefits Task Force
A case for why retirement plan advisers and employee benefits professionals should join forces to meet workers’ financial health needs and solve complex health-wealth issues.
New WIPN Research Compares ‘Advocates’ and ‘Mentors’
Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do a lot more to help people from underrepresented...
Retirement Plan Clients Should Anticipate DOL Cybersecurity Inquiries
Attorneys have confirmed that the DOL has begun an audit initiative and is asking for a broad range of cybersecurity information and documentation.
Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’
Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop...
Health Care and ESG Investing Lead Post-Pandemic Trends
A Franklin Templeton webinar discussed whether the current climate is signaling the start of a new market environment.
Spate of Proposed Legislation Aims to Enhance Retirement and Financial Security
Two bills recently introduced by Louisiana Senator John Kennedy add to the growing list of retirement-related bills that have been introduced.
Voya Improves Its Website’s Participant Experience
The firm says data shows that individuals who engage with their retirement plan digitally save 52% more than those who do not.
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
ForUsAll Features Cryptocurrency in New Alt 401(k) Platform
Employees will be allowed to transfer up to 5% of their balances into a secure account that has exposure to certain cryptocurrencies.
Retirement Industry People Moves
Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more.