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FixedFee401k Promises DC Plan Market Disruption
The firm wants to pretty much completely change the basic pricing of 401(k) plans in the small- and mid-market by...
Tag: Providers
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New Participant Portal at Bank of America Merrill Lynch
The revamped website will present employees with “a more simplified and interactive experience,” the firm says, while featuring data-driven recommendations.
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Providers Seek an Edge through Fee Reductions, Share Class Simplifications
Interviews with product development leaders at Charles Schwab Investment Management and Putnam underscore the fierce competition that drives providers’ evolving...
Plaintiffs Win Class Certification in NYU 403(b) Lawsuit
A district court found plaintiffs met the requirements of ERISA Rule 23(a) and the class is maintainable under at least...
Review of Vanguard and Fidelity Fee Adjustment Highlights Industry Competition
Retirement plan investment product and recordkeeping providers are careful to present a friendly face in their marketing and even in...
Participant Trust in Providers Could Be Much Improved
Compared with those who seek out traditional advisers, “online enthusiasts” are marginally more skeptical of believing that financial services firms...
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Financial Wellness 360 Unveiled by Securian Financial
“Financial stress distracts employees and can hurt an organization’s bottom line by lowering productivity, increasing turnover and harming workers’ health,”...
With Sustainable Investing Pledge, Voya Joins Industry ESG Debate
Voya Investment Management has pledged to adopt six basic principles to promote and support the use of environmental, social and...
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PlanVisualizer Design Support Tool Launched by Empower Retirement
Empower’s PlanVisualizer aims to create a holistic view of a client’s retirement plan in its current state, along with the...
Vanguard and Fidelity Fee Arrangement Shifts, Reflecting Industry Trends
Fidelity confirms that it will soon begin charging a 0.05% fee on assets invested through its platform into Vanguard products.
Multi-Asset Fund Research Recommends More Focused Benchmarks
Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected...
Evolving Cybersecurity Landscape Pressures Plan Sponsors
In the years ahead, Corporate Insight expects a very strong focus on the issue of cybersecurity among retirement plan providers...
Retirement Industry People Moves
T. Rowe Price brings in new head of CEDT Innovation Center; USI Consulting hires assistant vice president of retirement services;...
IRI Warns Conflict of Interest Reforms Could Discourage Annuity Use
Investors are generally capable of looking out for their own interests and should have freedom of access to shop the...
Account Withdrawal Fraud Lawsuit Filed by Great-West, Feds
Based on Great-West’s investigation and the work of FBI agents, it appears that unauthorized individuals have been fraudulently obtaining access...
Retirement Industry People Moves
AndCo Consulting adds three to Pittsburgh consulting team; Franklin Templeton hires head of client investment solutions; Millennium acquires Inspira and ABG; and...
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...
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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...
Who’s Working for You?: American Benefits Council
In a series of articles, PLANSPONSOR is profiling industry groups that work for retirement and health plan sponsors to protect...
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Tax-Exempt Retirement Plans Have Varying Focuses
Heather Lavallee from Voya spoke with PLANSPONSOR about the different issues tax-exempt plan sponsors are dealing with and how Voya...