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November Was a Typical Month for Trading in 401(k) Plans
There were only three days of above-normal trading, according to the Alight Solutions 401(k) Index
Cigna Adds Group Insurance Customers to Financial Wellness Program
Among others, services include a 30-minute complimentary legal consultation with a licensed practicing attorney; discounts on tax planning and preparation services; and a "money coaching" feature.
MetLife Pension Calculations Questioned in ERISA Complaint
The complaint suggests MetLife is failing to meet its obligations to ensure different annuity options offered to pension plan participants are actuarially equivalent default benefit, as required under...
Envestnet Enhances Wealth Management Program
Adviser/client communication capabilities have been improved, as well as the ability for clients to look at their complete financial picture.
Settlement Reached in Franklin Templeton Self-Dealing Lawsuit
A federal district court judge recently moved forward most claims in the case, and a trial date was set for January 14, 2019.
DB Plan Funded Status Shows Slight Improvement in November
An increase in liability values was offset by an increase in asset values.
Fiduciary Fitness
ERISA Section 409(b)
Fiduciaries can be personally liable—even for a predecessor’s breach
ERISA Litigators Reflect on Lessons Learned in 2018
Lessons learned from district and appellate court decisions filed this year can help plan sponsor clients better protect their plans and fiduciary staff; 2018 also brought new trends...
Investment-Oriented
The Case for Roths
These 'delayed gratification' plans offer benefits worth waiting for
9th Circuit Upholds Dismissal of Chevron Fiduciary Breach Lawsuit
The appellate court found that the allegations showed only that Chevron could have chosen different vehicles for investment that performed better during the relevant period, or sought lower...
Trendspotting
Monthly Income Projection Needs
Sharing this information can boost participants' confidence—and savings
Trendspotting
The Value of Detailed Plan Analytics
Report says using more specific data will improve retirement readiness
Trendspotting
Celebrating 40 Years of the 401(k)
...And discussing how it could be further strengthened
Trendspotting
ESG Opportunities via Fixed Income
More than half of asset managers now apply 'ESG' beyond equities
403(b) Plans Offer Diverse Range of Investment Options
On average, they offer 27 core investment options, according to ICI and BrightScope