Tag: Investing

Hearts & Wallets found less than one-third of accumulators feel their retirement savings are on track.

Retirement plan sponsors and advisers working with MassMutual now have greater flexibility and expanded tools and technology to help manage their fiduciary obligations and risks. 

Governance Leaders are focusing on pursuing new investment strategies, prioritizing risk management capabilities, hiring more risk talent and expanding internal investment capabilities, enhancing their board’s effectiveness, and improving...

Gen Xers show the most concern about depleting retirement funds too early, and they are the least interested in being involved in their investments, a survey finds.

The lawsuit also says there were investment options other than proprietary options that underperformed and charged excessive fees.

As with the previous lawsuits, the complaints call out the large number of investment options offered to participants, high expenses for these investment options and the use of...

Attorneys point out that 403(b) plans have distinctions from 401(k) plans that cause them to have a different model.

Another law firm has joined in the filing of lawsuits against major universities' 403(b) plan designs.

All lawsuits accuse major universities of not using their bargaining power to get lower fees for recordkeeping and investments.

In addition, lower expected returns could double the required savings rate for DC plan participants in order to achieve a 75% income replacement rate in retirement, a white...

The appellate court voted to review en banc its previous decision in the excessive fee lawsuit.

In addition to calling out Franklin Templeton for using high-cost proprietary funds in its plan, the lawsuit challenges its choice to offer its money market fund rather than...

The payment is part of a settlement of a combined lawsuit by the DOL and SEC.

The investment firm recommends ‘capital efficient hedging instruments.’

Float income are not retirement plan plan assets, a federal appellate court ruled.

Autopilot for Retirement Plans, a new product from Riskalyze, is billed as a “solution that advisers can use to match hundreds of participants with the right fund elections...

Transfers continued to favor fixed income investments.

A participant in Walt Disney Company's retirement plan is suing fiduciaries for not removing a fund that was overly concentrated in a pharmaceutical company's stock.

However, more Millennials than Baby Boomers expressed high levels of concern about market volatility and its impact on them reaching their retirement goals.

Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo's book of business.