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Wolters Kluwer Creates Tracking Software to Ease Distribution Process
The tool includes accountability features and data collection options.
Putnam Proprietary Fund Suit Revived on Appeal
Finding "errors of law" in a district court's decision, the 1st Circuit remanded the duty of prudence claims for review.
Human Interest Launches Partner Program Portal
The automated 401(k) provider says its new Partner Portal is designed to serve as the user interface for partners to more efficiently manage their client referrals.
Education About Tax Treatment and Fees Could Boost 401(k) Participation
Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.
Inertia Remains a Plan Sponsor Problem, Too
The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are...
Employees Report Blows to Retirement Savings and Financial Wellness Due to Health Costs
In addition to decreasing savings to retirement plans, one-third of employees say they have used up all or most of their savings or have increased their credit card...
TAG Adds 3(38) Investment Manager Support to 401(k) Plans
Mesirow Financial will serve as the 3(38) investment manager for TAG's 401(k) Aggregated Solution.
State Street Claims It Has Formula for Retirement Happiness
Rather than look at objective rankings of retirement systems, State Street set out to measure how it feels for individuals to prepare for, approach and experience retirement, and...
Half of Millennial Business Owners Work With a Retirement Adviser
This is true for only 43% of all business owners.
Ladenburg Launches LIFT University Gender Diversity Program
The LIFT University program encourages women in college to learn about the financial adviser profession, connecting them with experienced mentors and recruiting opportunities.
Goldman Sachs Sees Stars Aligning for Pension PRT
Clients with defined benefit plans that are currently enjoying a bump in funded status may want to act soon to lock in those gains while market conditions remain...
PBGC Updates Website With 2019 Premium Rates
DB plan sponsors are using a variety of strategies to manage increasing PBGC premiums, including accelerating funding and implementing pension risk transfer strategies.
Boomers Express Confidence in Their 401(k) Plans
Seventy-five percent believe their 401(k) plan is in better shape now than ever before, according to Charles Schwab.
Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit
The complaint specifically calls out the 11 T. Rowe Price target-date funds (TDFs) offered by the plans, saying they are all adviser or retail class funds—as opposed to...
Smaller DB Plans Rely More Heavily on Third Parties
There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.
AARP Launches Social Security Resource Center
The new website is designed to be a one-stop place for investors and retirees to have their Social Security retirement questions answered, including when to claim.
Retirement Industry People Moves
Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more....
SEC Outlines Strategy Through 2022, Pledging Support for ‘Main Street’
According to the SEC’s strategic outline, when Main Street investors seek professional advice, their choices “all too often are not as clear as they should be.”