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Advisers Giving Back: 401k Plan Professionals
Like many of their industry peers, the close-knit team at 401k Plan Professionals understands the importance of giving back and paying forward the good fortune enjoyed by advisory...
House Ways and Means Committee Passes SECURE Act 2.0
The markup hearing, punctuated by a unanimous vote to advance the legislation, demonstrated that retirement security issues are capable of bringing together members of Congress who don’t agree...
Ascensus Unveils AI-Driven Personalized Financial Wellness
The new offering is available through a partnership with Financial Finesse.
‘SECURE Act 2.0’ Appears Ready to Clear Committee
Sources say the House Ways and Means Committee will likely vote to advance the Securing a Strong Retirement Act of 2021, often called a follow-up to the SECURE...
Intelligence Driven Advisers Launches FUTUREADY401K for Small to Midsized Sponsors
The plan features a professionally managed investment lineup and fiduciary services.
Research Says Lack of Attention by Investors Helps TDF Managers Sacrifice Returns
Academics say "low-attention" investors let TDF managers favor their own families of funds at the expense of performance.
Lawsuit Says Changes to University of Tampa 403(b) Plan Made Too Late
The complaint says fees charged to participants in the plan were "grossly excessive" because they were not based on the services provided.
Refining the Language of Retirement
Though the use of confusing jargon remains prevalent, new Invesco survey data suggests the financial services industry has made progress in improving understanding of the defined contribution plan...
Join Us for Tried and True Lessons in Succession Planning
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession...
Retirement Industry People Moves
T. Rowe Price announces series of changes; LaSalle selects new DC portfolio manager; ICMA-RC hires chief legal and external affairs officer; and more.
New York City Council Approves Auto-Enroll IRA Program
The proposal creates a mandatory automatic enrollment individual retirement account program for employers that do not offer a retirement plan and employ at least five people.
WakeMed Quickly Settles 403(b) Fee Lawsuit
The emergency medical services company has settled an ERISA lawsuit suggesting it failed to meet its fiduciary duties of prudence and loyalty in the operation of a staff...
Upcoming Webinar: Key Topics in Succession Planning
Join us May 11 at 2 p.m. EST for a timely and informative webinar on the crucial topic of succession planning.
iJoin’s Explore Is Actionable Financial Wellness Tool
The solution connects the retirement plan experience with financial wellness education and planning.
DOL Investigation Lessons Learned From Long Experience
Drawing on their collective decades of experience working inside and outside the DOL, a panel of expert ERISA attorneys convened this week by Faegre Drinker had a lot...
New York Annuity Suitability Law Struck Down by State Appeals Court
Though significant in its own right, the appellate ruling could potentially be stayed if (and when) it is appealed to the New York Court of Appeals, which is...
Gig Economy Expected to Expand Post-Pandemic
In some ways, the gig economy was flourishing prior to the pandemic. Studies suggest the growth is likely to continue, based on a variety of related factors.
No Fiduciary Breach Found Against Plan Sponsor, Provider in Benefits Estimate Suit
However, the 9th Circuit contemplated whether an online request is considered a 'written request' under ERISA, and attorneys say the ruling has broad implications.
Empower to Launch New Website for Participants and Individual Investors
It will offer a highly personalized digital experience that can integrate other assets.
Next-Generation Retirement Plans Will Deliver Customized Retirement Income Solutions
PGIM says evolving technology will enable plan sponsors and advisers to deliver on this promise.