Investing Opportunities Created by the Pandemic
Experts discussed how a rise in health care digitalization and increased consumer demand for sustainability could lead to new opportunities.
Latest News
More Retirement-Related Legislation Introduced
The spate of recent proposals aims to help Americans not only with retirement savings but also with financial wellness issues.
What Advisers Would Like Plan Sponsors to Better Understand
Advisers wish fiduciary responsibilities were more top-of-mind for committees and that sponsors would better define what success means for their plans.
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Voya Enhances Participant Digital Experience
In making improvements, the firm says individuals who engage with their retirement plan digitally save 52% more than those who do not.
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ForUsAll Introduces Retirement Plan With Alternative Investments
The investment platform give employees access to owning cryptocurrencies.
Rush of Litigation Against Retirement Plans Expected to Continue
One insurer says the more than $1 billion in settlements thus far could make fiduciary insurance a thing of the past.
Retirement Industry People Moves
QMA Hires David Blanchett as managing director and retirement research head and Alerus adds new senior business adviser.
Generac Power Systems New Target of ERISA Excessive Fee Suit
As with similar litigation, the company’s 401(k) plan fiduciaries are accused of failing to take measures to ensure reasonable recordkeeping and investment fees.
Jumbo 403(b) Plan Hit With Excessive Fee Suit
Fiduciaries of the Wake Forest University Baptist Medical Center plan are accused of failing to ensure reasonable investment fees and mismanaging revenue sharing to pay for administrative expenses.
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Investment Product and Service Launches
Transamerica announces latest R6 share classes and ESG Asset launches new capital health care disruptors fund.
‘Down Market’ ERISA Suit Nets $1.8M Settlement
CDI Corp. admits no wrongdoing in the settlement agreement, which closely resembles settlements reached in other excessive fee suits, apart from its modest size.
Benefits |
Considerations for 2022 Health and Voluntary Benefit Offerings
There are new ways to think about benefits offerings and cost negotiations following the experience of the pandemic.
DB Plan Funded Status Remains Stable in May
Consultants say now is the time to evaluate interest rate and equity market risk strategies, as well as whether and how to take advantage of pension funding relief...
Estee Lauder Excessive Fee Suit Moves Forward
A federal judge said he would explain the reasons he denied the defendants' motion to dismiss during a pre-trial conference at a later date.
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Alegeus to Debut Modern HSA Solution
The investment solution will be available on both mobile and desktop devices and is native to the Alegeus platform.
Employers Feeling More Responsibility in a Post-Pandemic Workforce
A BlackRock study found many plan sponsors are planning to add more automatic features, ESG options and active management strategies to their plans.
Client Claims Self-Dealing by Russell Investments
The complaint seeks to tie alleged business challenges that were being experienced by Russell Investments with the choices made by its investment advisers in the operation of Royal...
Court Split on Motion to Dismiss Claims in Excessive Fee Suit
In the case over alleged excessive fees in the B. Braun Medical retirement plan, the judge moved forward claims for breach of duty of prudence but tossed claims...
Benefits |
Employers Increasingly Supporting Employees’ Work/Life Balance, Mental Health
Diversity, equity and inclusion efforts are also now influencing companies’ well-being programs, a Fidelity survey finds.
IRS Reminds Plan Sponsors of Plan Qualification Requirements
The IRS updates its Operational Compliance List periodically to reflect new legislation and IRS guidance, and it reflects that many provisions of the SECURE Act are in effect.