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Participant Loan Activity Appears to Have a Quarterly Seasonal Pattern
ICI finds the first quarter of the year tends to have lower percentages of DC plan participants with loans outstanding compared with later quarters.
Saving for Retirement Is Americans’ No. 1 Source of Financial Stress
Nearly two-thirds wish they had spent less in the past in order to save more for retirement.
Claims in T. Rowe Price Self-Dealing Suit Survive Motions to Dismiss
Claims that survived included fiduciaries breached their duties of loyalty and prudence in their selection and monitoring of investments, fiduciaries failed to monitor other fiduciaries, plan trustees failed...
Retirement Industry People Moves
Past Wilshire Leader Rejoins Firm; Resources Investment Advisors Undergoes Rebranding; T. Rowe Price Retirement Hires Senior Sales Exec; and more.
Morningstar Examines How Participants Can Better Position Themselves for Retirement
Areas of focus are financial planning, investing and investor behavior.
Tax Reform 2.0, RESA and Senator Hatch’s Retirement
Senator Orrin Hatch, an influential and outspoken Congressional voice on retirement policy, is set to retire in January 2019; with the mid-term election looming, passage of the senator’s...
New Cash Balance Retirement Plans Increase 15%
Employers have boosted their contributions by 30%, a Kravitz report finds.
Not All Fixed Income Vehicles Act the Same in Rising Interest Rate Environment
“By providing a more diversified set of fixed income options, plan sponsors can help participants be better equipped to weather any challenging market environment, such as the rising...
Private Capital Group to Provide Envestnet Technology Platform
The firm will be presenting the tool to its own network of advisers.
Retirement Outcomes of Cashed Out Plan Participants Worse Than Missing Participants
Plan sponsors that care about the retirement readiness of their participants and feel a responsibility to help, should focus on efforts to prevent cashouts, and may find missing...
Investment Product and Service Launches
Fiserv Expands United Wealth Platform, and Vanguard Offers Commission-Free ETFs.
Many Gen Xers, Gen Yers Maxing Out Retirement Savings
They deferred 90% or more of the maximum that could be invested in a defined contribution (DC) plan in 2017.
Argument for Less SMA Use by DB Plan Sponsors
Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.
How Advisers Can Expand Their Prospecting Methods
Creating content to draw plan sponsors to your website is key.
Young Investors Overly Confident About Retirement
Nearly sixty percent have taken an early withdrawal from their retirement account.
Second Lawsuit Over Duke University 403(b) Plan Filed
The new lawsuit alleges the university engaged in prohibited transactions when it used revenue sharing from plan investments to pay for HR staff salaries and fringe benefits.
More Americans Ramping up Retirement Savings
A Bankrate.com study says about twice as many Americans are saving more now, compared to responses from the survey's 2011 debut.
Longer Student Loan Terms and Greater Monthly Payments Reported
Overwhelmingly, employees surveyed by IonTuition agree with the statement, “I would like my company to offer a voluntary student loan assistance benefit.”
DOL’s Ongoing Project Looks Into Retirement Plan Investments and Fees
The Department of Labor’s (DOL)’s Employee Benefit Security Administration’s (EBSA)’s Plan Investment Conflicts (PIC) project investigates issues related to fiduciary service provider compensation and conflicts of interest in...
Report Suggests ETFs Should Be Treated as Separate Asset Class
Trading practices on both the sell side and buy side are leading to suboptimal executions, limiting ETF growth, according to a Greenwich Associates report.