Tag: Investing

Before ultimately finding plaintiffs' claims were time-barred, a judge found Putnam's mutual fund fees were reasonable and a comparison to Vanguard funds was "apples to oranges."

The plaintiffs claim the defendants breached their fiduciary duties because a prudent fiduciary would not retain the American Beacon Funds, which were created by American Airlines' parent company,...

The lawsuit says disclosures show the proprietary funds used in the DC plan lineup were far more expensive than comparable funds and underperformed their benchmarks.

Nearly one-third have no interest in financial education.

Nearly three in 10 (29%) professors surveyed by Fidelity aren’t sure of the investment mix of their retirement savings, suggesting they don’t know if the investments they selected...

The suit charges Anthem 401(k) plan fiduciaries with offering plan investments with excessive fees and paying too much for recordkeeping services, among other things.

 

The software would allow RIAs to pull client data into illustrative planning technology.

Two lawsuits filed against the company alleging a failure to prudently manage retirement plan investment and administrative fees have survived preliminary motions to dismiss. 

Among other things, the plaintiff alleges the plan committee ignored the numerous warning signs that Chesapeake was an imprudent investment for retirement assets, and allowed the plan to...

The document is titled, Does a Borrow-to-Fund and De-Risk Strategy Still Make Sense?

For one thing, a judge found plaintiffs' allegations concerning switching to a newly created Reliance Trust Company TDF were sufficient to state a claim.

The live workshops will explore finances, neuroscience, and psychology to explore why some people make detrimental financial decisions based on emotion.

More than half of all investors say the administration will likely benefit their retirement portfolios.

The lawsuit alleges the defendants failed to loyally and prudently monitor the fees and performance of 401(k) plan investment options, and simply retained in-house funds to enrich T....

The insurance company will pay $3,000,000 to a settlement fund.

For 13 of the 20 trading days in January, participants favored equities over fixed income funds in their trades.

The solution helps OCIOs by leveraging the globally proven pControl multi-asset investment platform and has capabilities spanning front, middle and back office functions.

More than half of Americans believe the Trump administration will have an impact on their retirement savings strategies.

Mercer suggests not-for-profit health care organizations keep an eye of 403(b) lawsuits, ACA regulations and DB funding, among other things, when making investment decisions in 2017.

Defined contribution plan sponsors are looking to negotiate recordkeeping fees, reduce revenue sharing and switch to lower-cost investments, a survey found.