Benefits |
Employees Want a Better Open Enrollment Experience
A survey reveals issues employees have with open enrollment season.
Latest News
Gig Workers Cite Lack of Benefits as Disadvantage
Only 16% of Gig Only workers have assets in an employer-sponsored retirement plan, a survey from Prudential Financial finds.
Employer-Sponsored Retirement Plan an Expectation of Millennials
The Millennial generation also wants to make a social impact with their investments, a survey from Capital Group found.
Fiduciary Rule Transition Period Extended by One Year
As the DOL lays out, the primary purpose of the proposed delay of full enforcement is to give the department the time necessary to consider possible changes and...
BB&T Self-Dealing Suit Gets Class Certification
A court certified a class in the consolidated lawsuit after first rejecting BB&T’s arguments that the class did not meet commonality and typicality requirements.
Record Number of Plan Sponsors Eye an Adviser Switch
Fidelity reports that a record number of plan sponsors are actively looking to switch their plan advisers.
Providers Step Up Their Game With QDIA Offerings
The Department of Labor recommends the incorporation of workforce demographics into QDIA design; different providers have different philosophies about the best way to do this.
Court Moves Forward Few Claims in NYU 403(b) Plans Case
A federal court judge found most claims were not plausibly alleged by the plaintiffs.
Participant Challenges Prudential and Morningstar Allocation Solution
The lead plaintiff suggests the providers created an asset allocation solution designed to seed high-fee funds over lower-cost options—charges the firms flatly deny.
District Court Permits Most of Plaintiff’s Case in ERISA Challenge
The underlying complaint challenges the process and motivation surrounding the termination of a group annuity contract.
Policy Changes Matter More Than Manager Personnel Shifts
Often a fund manager personnel change serves as a trigger to put a fund on a watch list, but recent Morningstar research provides evidence this might not be...
Combating Common and Unfamiliar Fiduciary Mishaps
Two fiduciary compliance experts highlight the mistakes plan sponsors are making that can land them in hot water under ERISA—some common and others more obscure.
Reversing the Order of the Typical Recordkeeper Search
If the target-date fund (TDF) is the most important feature of a given retirement plan, shouldn’t the choice of TDF set the stage for the recordkeeper search?
Who’s Working for You?: The SPARK Institute
In a series of articles, PLANSPONSOR is focusing on industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them...
Consider Corporate Financials When Making DB Funding Decisions
DB plan sponsors making additional cash contributions to fund their plans should consider locking in those funding gains to reduce the amount of operating cash they allocate to...
‘Rothification’ of DC Plans Could Harm Participants
Tax-reform may target the incentives to save in DC plans.
After Seven Years of Declining, DC Fees Remain Flat
The median recordkeeper, trust and custody fee per participant is $59.
EEOC Wellness Program Rule Lawsuit Decided in Favor of AARP
The district court had previously ruled against the plaintiffs’ motion for a preliminary injunction, finding AARP did not prove irreparable harm to its members was likely; yet in...
Products |
Investment Products and Service Launches
Vanguard Establishes Total Corporate Bond ETF and Capstone Financial Launches New Crossmark Global Investments Brand.