Tag: 401(k)

New research from Finhabits, a retirement plan robo-advisory platform, suggests small businesses in Hispanic-majority metro areas struggle to offer retirement plans, but there are opportunities for significantly improving...

A Lincoln Financial Group study found government employers want to see better technology, advanced plan designs and personalized service from providers. 

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more. 

The lawsuit also says plan fiduciaries failed to use lower cost investment vehicles and made inadequate disclosures to participants about fees.

The self-dealing lawsuit filed against Franklin Templeton levels similar claims to other class-action challenges filed by employees of well-known financial services providers. 

This year's survey from Transamerica of higher education plan sponsors shows a decline of 403(b) plans offered, and a dramatic swing in the popularity of 401(k) plans. 

The lawsuit concerns the offering of investment options management by General Electric Asset Management.

In addition, the number of health savings account holders on Fidelity’s platform increased 35% over the last year.

It appears 401(k) contributions won’t be affected by tax reform, but one industry veteran warns the process is still only just beginning—and that tax uncertainty is “unfortunately not...

A longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database found the average account balance for consistent participants increased at a compound annual average growth...

An Employee Benefit Research Institute analysis breaks down the number of 401(k) contributors who would be affected by a mandatory, partial Rothification proposal in tax reform.

Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....

The legislation seeks to move fiduciary rulemaking power away from the DOL.

In a world of heightened fiduciary scrutiny, plan sponsors need to pay close attention to the language of fiduciary insurance policies.

Workplace defined contribution plans serve as the collection mechanism for retirement savings, and IRAs serve as the resting place.

Two new solutions aim to help employees pay off their college debt and plan for health care expenses in retirement.

Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions.

The two firms hope to allow advisers to access a new version of Vestwell’s retirement planning portal on the Riskalyze platform.

Participants in GE's 401(k) plan allege the company retained proprietary investments in the plan, even when they were imprudent, in order to earn revenue.

Many asset managers describe 2017 as a “tipping point” for collective investment trust flows from DC plans, according to a new analysis from Cerulli Associates.