A new study by the ICI finds that few DC plan participants stopped contributing to their plans in Q1 2017, and the rate of asset-allocation changes remained low.
The case is a consolidation of two lawsuits alleging BB&T breached ERISA by favoring its own proprietary investment options and recordkeeping services in its retirement plans at the...
A federal district court judge only moved forward certain claims of breaches of fiduciary duty of prudence under the Employee Retirement Income Security Act (ERISA).
PLANADVISER learns from Morningstar's research team about a new benchmarking service comparing 20,000 DC retirement plans to establish better comparisons of qualified plan costs versus IRAs.
Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.
For plan sponsors, benefits include improved recordkeeping and reporting, online plan management capabilities and enhanced client support, Vanguard says.
DiMeo Schneider & Associates, L.L.C. has rolled out SMART PLAN, for which it will accept fiduciary responsibility as a 3(38) discretionary manager for plans with assets between $10...
The motivation for creating the Outcome Optimizer was born out of the understanding that plan sponsors and business owners are competitive by nature and, for the most part,...
The majority of plan sponsors overseeing the investment menus in their 401(k) plans neither actively engage with nor actively seek information about investment managers on a regular basis;...
The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and...
The suit, Barrett vs. Pioneer Natural Resources, was filed in the U.S. District Court for the District of Colorado and calls out the firm’s offering of both stable value...
According to plaintiffs, the plan’s small size and lack of expertise allowed Nationwide to assess an unreasonable asset-based fee for recordkeeping and administration.