Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.
Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.
An interactive Retirement Wellness Planner from the Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.
Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.
QBI, a provider of administration and consulting services for qualified retirement plans, launched a new service providing 3(16) fiduciary support to plan sponsors.
The new Gibraltar Ventures organization will explore, develop and invest in new strategies to advance retirement and financial security, according to Prudential.
Omniscient Enterprise Advisor, a platform designed to help financial advisers and registered independent advisers (RIAs) expand and scale their businesses, was introduced by Omni Alliance Inc.
In partnership with Hand Benefits & Trust Company, Legg Mason introduced 401(k) Roadmap Funds, a series of nine target-date collective investment funds (CIFs).
Wells Fargo’s Wealth, Brokerage and Retirement division launched the Wells Fargo Investment Institute, combining teams from its four lines of business to create a single group.