Tag: retirement plan investing

A judge found the plaintiff in the lawsuit was bound by a prior settlement agreement and that MassMutual did not...

Long-term 401(k) participation, savings and investing trends have also been positive, due in no small part to automatic plan features,...

According to the lawsuit, Stadion directed participants’ accounts into investments that would better benefit itself and Mutual of Omaha, and...

Based on the ERISApedia.com Market-Based Portfolio Model, the optimal number of investment categories is between 12 and 20.

In addition to asking the high court to weigh in on whether the plaintiff or the defendant bears the burden...

Callan’s 2019 Defined Contribution (DC) Trends Survey finds more plan sponsors have conducted fee benchmarking, there’s a shift in who...

ProShares unveils ETF suite; TRPC adds Stadion StoryLine to retirement solutions platform; T. Rowe Price creates Dynamic Credit Fund. 

Among other things, the consulting firm says investment committees should have stated goals, and retirement plan investment lineups should meet...

American Beacon Advisors creates mutual fund with multi-asset program, and Vanguard closes million-dollar securities fund to new clients. 

The lawsuit claims the Kentucky Retirement Systems (KRS) lost money on more than $1.5 billion in hedge fund investments in...

Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.

Asked about what Putnam has seen develop this year in terms of environmental, social and governance investing programs, and about...

Details of the settlement agreement are forthcoming.

The 9th U.S. Circuit Court of Appeals found that the facts alleged are insufficient to support a plausible inference of...

Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.

In addition to a large payment to participants, the firm agreed to have an independent investment adviser assist in making...

The judge found insufficient facts alleging a flawed design in the Large Cap Fund offered in CenturyLink’s 401(k) plan, or...

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for...

By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company...