Callan’s 2019 Defined Contribution (DC) Trends Survey finds more plan sponsors have conducted fee benchmarking, there’s a shift in who is paying fees and trends regarding revenue sharing...
Sponsors of all retirement plan types need to know what nondiscrimination testing is required for their plan and what information needs to be gathered to correctly perform these...
Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would directly benefit their shareholders; he said this was...
The firm will offer open architecture and a comprehensive selection of investments with lower fees and expense ratios to 403(b) plans, as well as full-time representatives to assist...
Plan sponsors voice concern about a lack of uniform ESG data reporting and lingering regulatory uncertainty—but more and more continue to embrace the use of environmental, social and...
Employees can determine how they want to allocate employer 401(k) matching dollars—be it to their retirement account, to their student loans or to a combination of both.
Both parties agreed to dismiss the litigation under Federal Rule of Civil Procedure 41(a), and each party will bear its own attorneys’ fees and expenses.
Jennifer Benz, senior vice president, who was CEO of Benz Communications, said its acquisition by The Segal Group expands areas of service for both firms.
A survey from the Empower Institute reveals retirement industry terms employees prefer, what they want communications look like, and how they prefer to receive them.
Among other things, the consulting firm says investment committees should have stated goals, and retirement plan investment lineups should meet the needs of different types of investors.
For example, the increasingly popular industry terminology around “the retirement tier” scored very low among respondents to an Invesco participant survey in terms of effectively communicating necessary information.
S. Derrin Watson, a pension attorney and educator, has been answering questions from ERISApedia clients for the last year and has edited and selected over 400 ASK responses...
Wagner Law Group adds ERISA attorney; Lincoln Financial Group brings in product management VP; Clark Hill announces addition to ESOP practice; and more.
Research findings suggest that employers could do a better job of educating employees about benefits that may improve their overall financial security.