Participants | January 18th, 2018 Participants Made Record-Low Number of Trades in 2017 Part of the very light trading activity can be explained by the prevalence of target-date funds, the largest asset class in...
Investing | December 20th, 2017 Presenting Managed Accounts as a Service Could Reduce Apprehensions Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about...
Compliance | December 18th, 2017 Delta Air Lines Excessive Fee ERISA Lawsuit Dismissed Drawing on a number of recent decisions, the district court ruled the plaintiffs did not adequately describe how the offering...
Compliance | December 18th, 2017 Retirement Industry Enthusiasm for New Approaches in 2018 Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive...
Data and Research | December 13th, 2017 Small-Employer DC Plan Coverage Gap Varies by Region As laid out by a Finhabits report, very few workers save for retirement unless their employer offers them a retirement...
Data and Research | December 6th, 2017 Government Employers Want More Provider Education to Boost Participation A Lincoln Financial Group study revealed little participation rates in governmental defined contribution plans, compared to 401(k) and 403(b) plans.
Deals and People | December 1st, 2017 Retirement Industry People Moves T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and...
Benefits | November 17th, 2017 Leadership Forum Urges Update of Open MEPs Any large-scale action on retirement reform will require trust, a willingness to take risk and experiment, and a sense of the...
Data and Research | October 17th, 2017 Retirees Spend More Than Expected on Health Care In spite of increased optimism, a new Wells Fargo survey finds a significant portion of workers still say they do...
October 17th, 2017 Research Shows Employers Can Increase Auto Enrollment Default Savings Rates Voya Financial says plan sponsors should not be intimidated about raising default savings rates.
Products | October 3rd, 2017 HealthEquity and Ubiquity Announce HSA Partnership The combined services of the firms are being rolled out in response to employers asking for a comprehensive investment strategy...
Investing | September 28th, 2017 Boutique Consultants Want to Serve More Mid-Sized Plans Choosing passive investments is a clear and simple way to reduce fees; however, choosing the fund with the cheapest expense...
Products | September 27th, 2017 PlanSource Streamlines Deductions and Add-On Services The introduction of Halley software into PlanSource solutions provides human resources teams with a time-saving tool for deducting benefits costs...
Products | September 25th, 2017 Fee Checker Tool Gauges Plan Costs’ Impact on Savings The tool leverages a 401(k) database to hone in on the often complex fee structure associated with retirement plans.
Data and Research | September 25th, 2017 Economic Boost Spurs Retirement Plan Offerings Thirty-six percent of business owners who currently do not offer a retirement plan say expected revenue increases in the next...
Compliance | September 20th, 2017 Gucci Retirement Plan Sued for Charging Excessive Fees The complaint states that Gucci America was “particularly egregious” in regards to offering proprietary funds from its service provider Transamerica.
Compliance | September 19th, 2017 Plaintiffs Target DST Systems and Ruane Advisory for Fiduciary Failures According to plaintiffs, Ruane’s flagship fund, the Sequoia Fund, contained more than $25 billion in assets until the firm “engaged...
Products | September 19th, 2017 FutureFuel.io Aims to Bring Student Loan Refinancing to the Mobile Age The SaaS firm has expanded its platform and initiated new partnerships to help employers easily roll out student loan refinancing...
Investing | September 18th, 2017 TDFs Outperformed Typical DC Investor Since 2006 The Callan DC Index also shows nearly three-fourths of DC plan account balance growth has been due to investment performance.
Participants | September 15th, 2017 August Uptick in Trading Favors Fixed Income The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market...