Tag: Investing

However, more Millennials than Baby Boomers expressed high levels of concern about market volatility and its impact on them reaching their retirement goals.

Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo's book of business.

Retirement plan advisers will need to help DC plan sponsors communicate to participants and help DB plan sponsors review their investment strategies.

Asset classes with the most inflows were Bond funds, GIC/Stable Value funds, and Money Market funds.

The asset management consultancy will now be known as Casey Quirk by Deloitte.

Significantly more plan sponsors intend to take action in the form of negotiating for lower fees or lower-fee share classes, eliminating revenue-sharing arrangements, or consolidating the plan investment...

Advisers to DB plans should consider how the market and funding relief have affected the attractiveness of de-risking.

One accusation in the lawsuit is that Fidelity receives "kickbacks" from Financial Engines.

The lawsuit argues that even a 114-participant, $9 million dollar 401(k) plan can get lower fees on investments and services.

Plan designs are also changing.

They are adopting more lower-cost and alternative investment vehicles.

Among those who did trade, fixed income was the favored asset class.

There is more focus on fiduciary decisions about retirement plan fees due to increasing litigation.

There are certain actions DB and DC plan sponsors can take in response to market swings, but there's no need to panic.

Peer Insights provides style and risk insights tailored to the vocabulary of investment professionals and their clients.

Invesco Trust Company agreed to pay a total of $10.27 million to settle the department's claims.

A survey found the two tied as the most commonly used resource for helping with investment allocation among 401(k) participants.

On remand from the Supreme Court, an appellate court found Tibble forfeited his ongoing-duty-to-monitor argument.