Tag: retirement plan investing

Investors tend to select funds at the top of an alphabetically organized list of funds.

Putnam Investments has asked the U.S. Supreme Court to weigh in on whether the plaintiff or the defendant bears the burden of proof on loss causation under the...

In addition, the company will select a non-proprietary target-date fund (TDF) for its 401(k) investment lineup and increase the company match contribution rate for three years.

The court found MassMutual did not breach provisions of a prior settlement to which the plaintiff was bound.

With participants not panicking in Q4 2018 and the longer term trends resulting from automatic plan features, Fidelity Investments finds an overall improvement in average participant savings and...

The complaint alleges that Stadion Money Management and Mutual of Omaha abused their managed account arrangement by putting their own interests ahead of participants’.

The question was included in its petition for writ of certiorari asking the Supreme Court to settle a circuit split about burden of proof in ERISA cases.

In the majority of cases, plan sponsors that participated in Callan’s 2019 Defined Contribution (DC) Trends Survey said their plan consultant/adviser conducted fee benchmarking, and in 2019, sponsors...

ProShares unveils ETF suite; TRPC adds Stadion StoryLine to retirement solutions platform, T. Rowe Price creates Dynamic Credit Fund. 

These are just a couple of the tips Conrad Siegel offers for retirement plan investment lineups.

American Beacon Advisors creates mutual fund with multi-asset program and Vanguard closes million-dollar securities fund to new clients. 

Plaintiffs in the case say the appellate court held them to stricter pleading standards than it did plaintiffs in other Employee Retirement Income Security Act (ERISA) lawsuits.

A federal district court judge recently moved forward most claims in the case, and a trial date was set for January 14, 2019.

The appellate court found that the allegations showed only that Chevron could have chosen different vehicles for investment that performed better during the relevant period, or sought lower...

Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.

The lawsuit challenges the design and monitoring of the Large Cap Fund in CenturyLink's non-union 401(k) plan.

The U. S. District Court for the District of Kansas has preliminarily approved the settlement.

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

Nearly half owned their funds only through their employer-sponsored retirement plans, according to the ICI.

The five principles serve as a conversation starter for investors to use when engaging companies to be active participants in protecting and enhancing long-term portfolio values by ensuring...