Data from more than 35 million participants in Fidelity accounts shows a steep hit to balances during the market downturn, but the majority of workers (86%) kept their savings contributions unchanged.
Experts caution against including political values in investment strategy, but explain that ESG is not a political agenda.
The retirement industry association announced three new advisory councils to support advisers, plan sponsors, and institutional consultants.
Retirement experts weigh in on how advisers can help plan sponsors and participants understand news of cooling inflation, but continued rate hikes into 2023.
Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant needs.
Georgetown conference panel discusses how ESG should be understood in the context of other socially informed investments, and how it should be regulated.
The House passes a continuing resolution to keep the government open and provide specific funding for aid to Ukraine and disaster relief in the U.S.
Associated Banc-Corp is also accused of allowing the plan to pay excessive recordkeeping fees to its subsidiary.
Fee waivers, accelerated processing and educational resources are being offered.
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Industry insiders discuss what a ‘true financial wellness program’ is and is not—and what it should consist of.
BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.
The parties report they have resolved the case, and the judge dismissed the action with prejudice—meaning another complaint cannot be filed.
The majority of respondents to a Cuna Mutual Group survey feel positive about their prospects for upward wealth mobility; on the other hand, a quarter say they have no emergency savings.
During a couple’s divorce proceedings, a property settlement awarded the ex-husband half of the ex-wife’s 401(k) balance and the entire amount in her individual retirement account (IRA), but no (QDRO) was ever executed and the ex-husband has undertaken no other action to obtain possession of the assets.
Investment Metrics finds most plans have rebalanced their portfolios towards the lower end of their target allocation to U.S. equity, or, they have shifted to global equity instead, diversifying their equity risk.
With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.
A survey revealed that 46% of Millennials think you need at least $1,000 to start investing, and 17% think you need $10,000.
Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.
Panelists discussed recent trends in fees and how providers can keep plan sponsors and participants up to date.