Search results for: its true
PLAN DESIGN | Demographics
Through the Ages
How well is each generation faring in its climb toward retirement readiness?
PLAN DESIGN | Education
A Plan Feature Run Wild
Advisers should tell their clients about the risks of taking plan loans.
TDF Embedded Lifetime Income Solution Coming to Market By Summer
The solution can be traded like mutual funds, delivers maximized returns and offers distribution flexibility.
Lawsuit Challenges Fees in Kimberly-Clark’s 401(k) Plan
The plaintiffs allege plan fiduciaries used what it calls ‘cobbled-together services from many providers’ and didn't monitor fees for any of them.
Judge Finds Most Allegations Sufficient in Lawsuit Over CITs
Among other claims, the lawsuit says Aon and a 401(k) plan sponsor caused the plan to invest in Aon’s proprietary collective investment trusts (CITs) for Aon’s benefit.
Judge Finds in Favor of Principal Life’s Process for Setting GIC Crediting Rate
Principal prevailed in a lawsuit that alleged it set the crediting rate for a guaranteed investment contract (GIC) such that it could “retain unreasonably large and/or excessive profits.”
Many Near-Retirees Don’t Understand Social Security Benefits
More than one-third failed a basic Social Security quiz administered by MassMutual.
RightBRIDGE Rollover Analysis Integrated With Retirement Learning Center
The partnership gives RightBRIDGE users access to detailed employer-sponsored plan data.
Bellwether IBM Stock Drop ERISA Lawsuit Settlement Published
The case history of IBM v. Jander shows the importance, but also the limitations, of Supreme Court rulings in fiduciary breach cases involving ERISA.
Judge Finds Participant Data Is Not a Plan Asset in Case Against Fidelity
As part of an excessive fee lawsuit against Shell Oil, Fidelity was named as a defendant and accused of breaching its fiduciary duties by sharing participant data with...
Recent Strong Returns Make the Future More Challenging, J.P. Morgan Says
The asset management firm points to the importance of increasing savings and diversification as two ways to counteract potential lower returns.
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
What Should Advisers Consider Before Returning to In-Person Work?
Some say they are returning to the office on a very limited basis to maintain space between individuals.
An M&A Q&A with Voya Retirement CEO Charlie Nelson
In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to Cetera, with Voya retaining 600 advisers focused on...
BPAS Creates Technical ‘Solutions Squad’
It will support both plan sponsors and service providers and work to fix complex issues.
Land O’Lakes ERISA Excessive Fee Suit Receives Mixed Ruling
The decision means the fiduciary breach lawsuit filed against the Land O’Lakes dairy company will keep churning through the courts—or potentially reach a pretrial settlement.
Universal Retirement Coverage Could Help 40 Million Private Sector Workers
More savings would also strengthen the economy and the GDP, according to a Georgetown University report.
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
Retirement Industry People Moves
OneDigital Investment Advisors expands to NQDC market; PWA Joins CAPTRUST; Mutual of Omaha Retirement Services Adds to Sales Team; and more.
DOL Q&A: What’s Next with ESG, Fiduciary and Proxy Regs?
The path ahead is clearer for insurance producers and fiduciary investment advisers compared with the potential ambiguities facing broker/dealers, says Eversheds Partner Carol McClarnon.