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Duke University 403(b) Plan Lawsuits Settlement Details Announced
In addition to a gross monetary payment of $10.65 million, the university agreed to other non-monetary actions.
Bogle’s Death Shines Light on a Persistent Fee Debate
The death of Vanguard Group founder Jack Bogle offers a chance to reflect on the long-standing debate regarding passive and active management and the role of controlling fees...
ICMA-RC Joins Public-Sector 403(b) Plan Provider Market
According to ICMA-RC, its overall plan costs in some cases may be more than 33% lower than what other 403(b) participants pay.
Federal Courts Still Parsing Prudent Plan Administration
Attorneys with Mayer Brown say there has been little consensus or direction from the federal courts (at least so far) as to what exactly constitutes prudent administration of...
Advisers Play Important Role in Bringing ESG to ERISA Plan Clients
The Department of Labor issued a Field Assistance Bulletin in 2018 that caused some confusion about its true stance with respect to ESG investing inside ERISA plans; investment...
Fidelity M&A Report Counts Fewer, Far Bigger Deals Among RIAs and IBDs
Fidelity’s 2019 Wealth Management M&A Transaction Report shows there were 23 RIA deals inked during the year worth $1 billion or more.
A 2019 To-Do List for Plan Sponsor ERISA Compliance
PLANSPONSOR Magazine has published a 2019 ERISA Plan Compliance Calendar that can help your clients track important due dates and requirements for their qualified plans.
ADP to Offer SmartDollar’s Financial Wellness Program
It will be available to all clients and joins a number of other financial wellness programs that ADP already makes available.
Thrive Offers Student Loan Debt Repayment Program
Employees can determine how they want to allocate employer 401(k) matching dollars.
Empower ERISA Revenue-Sharing Lawsuit Voluntarily Dismissed
The court officially ended the case by approving a dismissal motion jointly filed by the parties.
The Segal Group Acquires Benz Communications
Jennifer Benz, senior vice president, who was CEO of Benz Communications, said her firm has been experimenting with new things that The Segal Group’s current clients will have...
Employees Express Preferences for Retirement Plan Communications
Studies from Empower Institute found many commonly used industry terms don’t make sense to their intended audience, and employees perceive retirement plan communications as wordy and long, complex...
Retirement Plan Investments Should Be Low-Cost and Not Overlap
These are just a couple of the tips Conrad Siegel offers for retirement plan investment lineups.
2018 Adviser Choice Awards
PLANADVISER has announced winners of the fifth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2019 on March 28th.
New Q&A Feature Added to ERISApedia.com eSource
Practical answers to technical questions have been added to appropriate locations within ERISApedia.com's Qualified Plan eSource.
DC Plan Jargon Stymies Participant Success
The term “glide path” resonated with only 4% of participants surveyed by Invesco, despite being the most common term used by advisers, providers and plan sponsors when talking...
Retirement Industry People Moves
The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.
‘Decumulation Challenge’ May Drive Next-Gen Digital Advice
CFB Board sees decumulation as a likely driver of digital advice innovation, especially as an aging population creates a need for more efficient and effective services.
Institutional Shareholder Services and Strategic Insight Join Forces
SI’s data sets will complement ISS Analytics’ data intelligence.
Investment Product and Service Launches
Natixis releases international sustainable equity fund; Putnam to host webcasts on fixed income markets; and Fitch Ratings launches ESG Scoring System.