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Winners’ Circle
Keeping Clients Safe
Past Advisers of the Year discuss the evolution of their fiduciary services.
How COVID-19 Volatility and Near-Zero Rates Benefit Annuities
In the current market environment, safe assets simply do not pay what they once did, but that doesn’t mean annuities have become less attractive. In fact, on a...
Court Again Finds No ERISA Fiduciary Act in DuPont Pension Case
The plaintiffs in the case claimed the company implemented a corporate restructuring in a way to avoid pension plan obligations.
Helping Clients With Part-Time Employee Inclusion in Retirement Plans
Counting hours, implementing cashouts and finding missing participants are some of the processes plan sponsors need to review for the SECURE Act's new requirement.
Retirement Industry People Moves
Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.
SECURE Act to Prompt Nearly Two-Thirds of Advisers to Consider Adopting In-Plan Guarantees
For their part, participants say they feel the pandemic has make their retirement savings more vulnerable.
New Voya Video Platform Offers 24/7 Access to Financial Education
The new tool comes at a time where more American workers are looking to technology as a resource for financial information and guidance.
Long-Running Church Plan Case Reaches $25M Settlement
The 7th U.S. Circuit Court of Appeals last year overturned a lower court’s decision to summarily dismiss the lawsuit, which argued OSF Healthcare System’s retirement plan should be...
AutoZone ERISA Suit Clears Motion to Dismiss
The district court declined to rule on the reasonableness of comparing actively managed funds to passively managed index funds on a motion to dismiss, clearing the way for...
PANC 2020: Virtual One-on-Ones, How Workplace Retirement Advice Is Changing
Advisers discussed their strategies for reaching retirement plan participants, the technology they use and the pros and cons of the new virtual environment.
PANC 2020: Is It Time to Re-evaluate TDFs?
There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented...
Market Observers Mixed on Where Stocks Go From Here
While the S&P 500 has recovered all its losses from the first quarter plunge, the comeback hasn’t been equal across all sectors. What comes next is anyone's guess.
Federal Reserve Head Reviews Why Inflation Matters
A recent speech given by Jerome Powell included some important reflections on history and a few basic lessons about the critical—and often misunderstood—role of inflation in the U.S....
Majority of People Prioritize Retirement Saving Over Being Debt-Free
A Voya survey also found that 54% of employed Americans plan to work in retirement as a result of COVID-19.
Employers Offer Broad Range of Jobs to Older Workers—But With Lower Pay
These opportunities also do not tend to offer benefits.
Fund Argues Court Decision Shields PE Firms From Multiemployer Plan Withdrawal Liability
The New England Teamsters and Trucking Industry Pension Fund, in its long-running legal attempt to collect withdrawal liability, has filed a petition with the U.S. Supreme Court.
Contemplating a Reversal of Regulation Best Interest
The past two presidential administrations have taken starkly different views on the topic of conflicts of interest in the financial services industry, so it is only natural to...
Cover Story
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors.
Winners’ Circle
Three Who Lead the Way
Past Retirement Plan Advisers of the Year discuss participant services.
$39.5 Million Settlement Agreed to in DC Plan Excessive Fee Suit
McKinsey & Co. and an RIA it owned were accused of ERISA violations that included prohibited transactions.