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The “Fiduciary Advantage” platform enhances plan sponsor/plan adviser relationships through fiduciary protection, support and more.

There are many ESG or impact investment programs available, some of which will outperform and many more that will not.

Forty percent of corporate pension funds surveyed say they would be willing to accept lower returns in order to achieve a positive social impact.

Net outflows among active funds were driven by redemptions in large capitalization strategies, Strategic Insight data shows.

There is a question whether retirement policy is a priority for president-elect Donald Trump, but there are many proposals out there for his administration to consider.

Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs. 

Topics discussed include how often plan sponsors should review their third-party fiduciaries.

“Automatic Enrollment 401(k) Plans for Small Businesses” can be used by sponsors of automatic enrollment 401(k) plans to educate themselves about how to operate the plan and stay...

A federal court also determined the 401(k) plan sponsor did not provide a required independent financial audit along with its Form 5500 reporting for several years.

Negative returns were coupled with low trading volumes for DC participants during October. 

A clean dashboard design gives savers an overview of their current account balance, recent transactions, investments and contribution rate.

First Eagle’s Retirement Investment Solutions Group Takes Off; Wagner Law Group Adds Partner; and more.

Participants in three Ford Motor Company retirement plans suggest their adviser and recordkeeper are permitting excessive fees to be charged to participant accounts. 

IRS agents discussed student exclusions, the less-than-20-hours-per-week exclusion, eligibility for employer contributions and the once-in-always-in rule.

Plan sponsors must carefully vet robo-adviser offerings to participants.

A “Safe Harbor 101” handbook explains when a safe harbor 401(k) is needed and how they function.

The consulting firm has licensed with InHub, creator of a web-based request for proposals process.

Cerulli sees robo-advisers as a tool to enhance adviser-client relationships.

Early commentators warn anything is possible, but there may be some relief coming on the strict contract and recordkeeping requirements in the DOL fiduciary rulemaking.

Public-sector defined contribution retirement plans can benchmark themselves against similar plans based on plan type, plan demographics, plan design and features, services, investments, governance, and fees.