Compliance August 4th, 2022 Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance Microsoft is the latest target in a string of lawsuits over the performance of a popular TDF suite.
Practice Management August 4th, 2022 Meet SageView’s New COO, Fresh From Goldman Sachs Jorge Bernal joins SageView as chief operating officer after serving as co-head of advisory services for Goldman Sachs Personal Financial...
Compliance August 3rd, 2022 The Most ‘Outrageous’ ERISA Complaints Yet Filed? One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent...
Products August 3rd, 2022 Huntington National Bank, PAi Partner on 401(k) Solution The new solution will help to promote plan participation and engagement.
Compliance August 2nd, 2022 Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds...
Compliance August 2nd, 2022 IRS Life Expectancy Tables Updated for Retirees The actuarial update is important for plan sponsor clients to note, but the effect to regular business is likely limited,...
In Practice August 2nd, 2022 Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife...
Compliance August 1st, 2022 Keeping Up with the Securing a Strong Retirement Act Because different provisions are included in the House and Senate versions of the ambitious retirement reform legislation, a reconciliation process...
Compliance August 1st, 2022 A Conversation with the SEC at PANC 2022 Experienced retirement plan advisers know the Securities and Exchange Commission is a critical regulator for their industry. In September, we’ll...
Deals & People July 29th, 2022 Retirement Industry People Moves Mercer appoints U.S. not-for-profit CIO; CAPTRUST expands Midwest presence with new acquisition; Schroders appoints sustainability investment director.
Practice Management July 29th, 2022 A Q&A With an Adviser to Advisers AssetMark’s Matt Matrisian says leading firms in the retirement plan adviser industry are increasingly focused on business management issues, with...
The Markets July 29th, 2022 Learn From Income Innovators at PANC 2022 Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research...
Products July 28th, 2022 Investment Product and Service Launches Edelman’s new platform builds on existing 401(k) advice and management services with a set of expanded financial wellness, counseling and...
Compliance July 28th, 2022 Senators Raise Concerns About Bitcoin in Retirement Plans Several U.S. Senators have sent a letter requesting answers from Fidelity on their decision to allow plan sponsors to offer...
Deals & People July 28th, 2022 The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition Rush Benton says the firm’s acquisition pipeline remains full of both large targets that would add significant scale and smaller...
Compliance July 27th, 2022 DOL Proposes Qualified Professional Asset Manager Exemption Changes The Labor Department’s proposed amendment to a widely utilized prohibited transaction exemption is meant to ensure the exemption continues to...
In Practice July 27th, 2022 A Conversation About Managed Accounts Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them...
Client Service July 26th, 2022 Could ‘Buy Now, Pay Later’ Trend Weaken Savers’ Financial Wellness? Some ‘buy now, pay later’ services promise no interest or fees and no impact on a consumer’s credit score—but that...
Client Service July 26th, 2022 Pandemic’s Wake Draws Emergency Savings Accounts Into Focus The pandemic and its impact on the global workforce have underscored the importance of—and increased demand for—a backup plan for...
Data & Research July 26th, 2022 Emergency Savings Preparedness and Perceptions According to EBRI, workers with household incomes of $75,000 or more are more than twice as likely to say they...