Administration | February 12th, 2015 Sponsors Active on Pension Risk and DC Cost Cutting An Aon Hewitt survey of pension plan sponsors finds almost two in three could take direct action to curb risks...
Compliance | February 9th, 2015 Aegon Sued Over Management of Its Retirement Plan A lawsuit claims retirement plan provider and asset manager Aegon USA caused superfluous fees to be charged to its own...
Products | February 9th, 2015 New TDF Evaluation Tool from Greenspring Wealth Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan...
Investing | January 28th, 2015 Swift ETF Product Development Continues Rapid growth in exchange-traded fund assets is causing significant change at asset management firms, including many managers serving retirement plan...
Compliance | January 21st, 2015 Supreme Court Urged to Drop Review in Tibble Case Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched...
Compliance | January 20th, 2015 DOL Challenges Rochester Investment Adviser on Fees The U.S. Labor Department filed a complaint against a Rochester, New York, investment adviser and plan administrator to recover losses...
Data and Research | January 15th, 2015 A New Landscape of TDFs in Retirement Plans About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.
Administration | January 14th, 2015 More Employers Offering Overall Financial Help An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.
Products | January 14th, 2015 PNC Unveils ‘Zero Revenue’ Mutual Fund Platform PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.
Compliance | January 5th, 2015 District Court Moves Forward Boeing Fee Case A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company,...
Compliance | January 2nd, 2015 Supreme Court Sets Date for Tibble Arguments The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end...
Products | December 30th, 2014 TIAA-CREF Offers Framework for Assessing Retirement Plan Fees A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.
Products | December 24th, 2014 A New Way to Benchmark Retirement Plan Fees A new company is providing a new way to benchmark fees paid by retirement plans.
Administration | December 17th, 2014 The Future of Technology and Services for Retirement Plans Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places...
Compliance | December 15th, 2014 Nationwide Settles 13-Year-Old Revenue Sharing Suit After 13 years and a number of court opinions, all granting relief in the plaintiff’s favor, Nationwide has presented a...
Compliance | December 11th, 2014 Solicitor General Argues for Reversal of Tibble Decision The U.S. Solicitor General filed a second brief with the United States Supreme Court supporting the plaintiffs in a closely...
Participants | December 8th, 2014 Fees Still Baffle Plan Participants The majority of Wisconsin retirement plan participants still do not understand the fees they pay in a workplace-based retirement plan,...
Compliance | December 5th, 2014 DOL Planning RFI on 408(b)(2) Disclosure Effectiveness The Department of Labor wants to request new industry input and create focus groups about the effectiveness of retirement plan...
Compliance | December 4th, 2014 Plenty of Regulatory Action Ahead for Retirement Industry Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential...
Compliance | November 26th, 2014 Judge Orders Fee Case Evidence Be Given to DOL A federal district court has approved the Department of Labor’s motion to intervene in a 401(k) excessive fee case.