Compliance | May 11th, 2021 403(b) Plan Sponsor Sued Over Excessive Fees and Underperforming Investments The lawsuit calls out the use of the active suite of the Fidelity Freedom target-date funds, among other things.
Data and Research | May 4th, 2021 Academics Say TDF Managers Take Advantage of Low-Attention Investors The three professors say their research shows the importance of transparency.
Investing | March 10th, 2021 DC Plan Sponsors Should Get Comfortable With Market Volatility There will always be unpredictable times, and just as participants are told to take a long-term view, so should plan...
Investing | March 9th, 2021 OCIOs Can Improve Pension Plan Funding Plan sponsors that are considering hiring an outsourced chief investment officer should examine its track record and operational qualifications.
Products | March 1st, 2021 DCALTA Issues Framework for Valuation of Private Equity Assets in DC Plans The firm says its framework bridges the DOL’s regulatory guidance and successful implementation of alternative assets in 401(k) plans.
Administration | March 1st, 2021 How to Effectively Measure Retirement Plan Success It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics...
Compliance | February 23rd, 2021 Natixis Accused of Self-Dealing in New Lawsuit The lawsuit alleges that a preference for proprietary investments led to excessive fees and the continuation of underperforming investments in...
Data and Research | January 29th, 2021 Americans Thinking of Reallocating Portfolios Following Election The right messaging and access to advice can help retirement plan participants make the right decisions for their financial future.
Compliance | January 26th, 2021 Intel Prevails Again in Case Over Alternative Investments in TDFs A federal judge found the plaintiffs in most cases did not provide sufficient evidence that the hedge fund and private...
Data and Research | January 22nd, 2021 403(b) Plan Investment Lineups Have Changed Since regulations were passed in 2007, mutual funds have been embraced more by 403(b) plan sponsors and participants, and mutual...
Investing | January 5th, 2021 Rethinking the 60/40 Portfolio Defined benefit and defined contribution plan sponsors need to adjust the composition of the traditional 60/40 portfolio to meet plan...
Data and Research | January 4th, 2021 Revenue Sharing Affects DC Plan Participant Investment Choices, Research Suggests Researchers found revenue-sharing funds are more likely to be added to plan investment menus and are less likely to be...
Investing | December 14th, 2020 What Plan Sponsors Should Consider When Selecting Actively Managed Funds Performance history is not the best way to choose the right actively managed funds, and fees should be scrutinized.
Compliance | December 10th, 2020 Effects of COVID-19 Could Spark More Retirement Plan Litigation in 2021 Industry experts say market volatility and cybersecurity issues could lead to new lawsuits.
Investing | December 1st, 2020 Reasons to Offer a Mix of Passive and Active Investments in DC Plans Investment experts say it provides diversification and the potential for better outcomes, and it can provide fiduciary protection for plan...
Investing | November 18th, 2020 Retirement Plan Investors May Be Looking for Investment Standouts While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider...
Investing | November 5th, 2020 Best of PSNC 2020: Figuring Out Fixed Income Defined contribution plan sponsors can offer meaningful fixed income investment options by using diversification and thoughtful asset managers.
Compliance | November 2nd, 2020 Allstate Sued Over TDFs Offered in 401(k) The lawsuit says the target-date funds had underperformed since they were created and resulted in a loss of $65 million...
Compliance | October 14th, 2020 Settlement Reached in Insperity 401(k) Excessive Fee, Self-Dealing Suit Among other things, the lawsuit accused Reliance Trust Co. of selecting funds for the plan that would benefit itself.
Products | October 8th, 2020 Investment Product and Service Launches Wilmington Trust adds DocuSign to eVault program; Columbia Threadneedle announces Fixed Income successor; and TIAA grows variable annuity investment lineup.