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Addressing Participant Longevity With Plan Design and Advice
Robert Scheinerman, president, AIG Retirement Services, says smart retirement plan design, access to advisers and passage of pending legislation can help Americans have enough money for a 40-year...
Trendspotting
Familial Caregiving Affects Many
Experts advise making financial plans before they are needed
Trendspotting
Female Gen Xers at Risk
The singles in that group trail Generation X and Boomers in savings
Trendspotting
Advisers Unfamiliar With Smart Beta
Embracing factor-based funds could help advisers fine-tune portfolios
Trendspotting
State-Based Fiduciary Standards
Some legislators and regulators act to fill a perceived void
Inside and Outside Views on Principal’s Wells Fargo Acquisition
Principal’s retirement business president offers additional details about the firm’s acquisition of Wells Fargo’s retirement business, while outside analysts reflect on the broader industry implications of two major...
Compliance News
Legislative and Judicial Actions
Fiduciaries Get Final Win in Disney SuitA federal appellate court has affirmed a lower court decision in a lawsuit against Fidelity Management Trust Co. as a fiduciary to...
Parties in Anthem Fee Suit Get Preliminary Approval of Settlement
Anthem has agreed to pay $23.6 million to settle the lawsuit in addition to non-monetary terms.
Plan Focus
Maximizing Growth Potential
'Open MEP' legislation could boost the number of such plans well past 2,641
Editor’s Letter
If I Had a Million Dollars
Thanks to the power of automatic enrollment, it is possible for particiants to amass $1 million in a 401(k) or other retirement plan.
Cover Story
2019 PLANSPONSOR Retirement Plan Adviser of the Year
What makes a great retirement plan adviser? As the 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalists so successfully prove, the great professionals in this field have...
Principal Announces Acquisition of Wells Fargo Retirement Plans Business
Through this acquisition, Principal will double the size of its U.S. retirement business by the number of total recordkeeping assets, while bringing on institutional trust and custody offerings...
Empower Joins Growing Provider List Offering Student Debt Solutions
The Empower Retirement solution will be made available to all retirement plan clients—pending sponsor agreement—as well as individual retirement account customers.
Fidelity Defendants Face Another ‘Kickback’ Lawsuit
The recordkeeping and investment firm has emphatically denied allegations leveled in multiple lawsuits suggesting it collects “secret payments” and “kickbacks” from external fund providers.