Waddell & Reed Charged in 401(k) Self-Dealing Suit
The lawsuit claims fiduciaries of the Waddell & Reed 401(k) plan breached their fiduciary duties and engaged in prohibited transactions in the selection of the plan’s investment lineup.
TDFs typically address risk by switching to fixed income as opposed to equity as a participant ages, but a closer look under the hood can reveal deeper insights...
More retirement plan sponsors are offering participants the opportunity to make Roth contributions and utilizing auto features to a degree of success, according to a report by T....
American General Life Insurance Company and Massachusetts Mutual Life Insurance Company have agreed to take on $1 billion of Accenture’s pension obligations.
A J.P. Morgan analysis points out one relatively unknown strategy that may help investors respond to big changes in the tax treatment of their savings: Proactive traditional-to-Roth conversions...