Comment Deadline is Today on DOL’s Proposed Investment Rule
Nearly 40,000 comments have been filed since EBSA made the proposal on March 31.
Tag: retirement plan investments
Research Finds Most TDF Investors Stay Fully Invested Over Time
The EBRI/ICI study found that 85% of surveyed plan participants maintained their all-target-date-fund lineup for at least six years.
Opinions |
5 Questions You Should Ask About Private Assets
What to know when private assets become part of the investment strategy.
New Human Interest Platform Aims to Streamline 401(k) Management
The platform brings together plan design, proposal management, fund lineup, and participant data in an online tool to automate administrative...
Can 457(b) Plans Offer CITs?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
26 State Attorneys General Appeal Biden ESG Rule Decision
Republicans appeal to the U.S. 5th Circuit Court of Appeals, requesting it strike down the rule that permits environmental, social...
DOL Secures $124 Million Settlement on Behalf of DST Systems Participants
DST Systems Inc. was accused of mismanaging its profit-sharing 401(k) plan and failing to diversify the plan’s assets, which resulted...
Opinions |
Retirement Trends to Watch in 2023
As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected.
Products |
SEI Helps Institutional Investors Manage Investment Data
Ledger allows asset owners to view, update and reconcile data from multiple sources.
Investment Considerations for Inflation Protection
Both defined benefit and defined contribution plan sponsors can look for exposures to commodities, real estate and TIPS.
Many Investors View Digital Assets as Good Retirement Investments
Advisers surveyed by Capitalize expressed a different view.
What Is a Look-Through Investment Vehicle?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
ERISA Litigation Continues in the New Year
In court filings last week, fiduciaries of retirement plans at PPL Corp. and Mass Brigham General were accused of failing...
Settlement Agreement Filed in Another Excessive Fee Lawsuit
The defendants in a lawsuit against Bronson Healthcare will pay $3 million to settle charges of ERISA violations.
Plan Sponsors Are Getting No Answers From Excessive Fee Lawsuits
Excessive fee lawsuit activity has ramped up with no major decisions by the courts; however, a pending decision by the...
Exelon Sued Over Alleged Excessive Fees in Proprietary TDFs
The lawsuit also includes claims of excessive recordkeeping fees and unreasonable fees for managed account services.
Judge Gives Plaintiffs in LinkedIn ERISA Suit Another Chance
The judge said he found deficiencies in their claims of imprudence and disloyalty related to certain investments and fees and...
2021 Best Practices Conference: Benchmarking Investments and Fees
Plan sponsors should consider two necessary elements when benchmarking investments. Meanwhile, whether fees need to be benchmarked depends on how...
Products |
Franklin Templeton to Offer Technology Through iJoin’s Personalized Managed Accounts
With the partnership, participants in smaller plans will have access to a goals-based investing solution.
Another Lawsuit Challenges Plan’s Use of Asset Allocation Service
Among other things, the plaintiffs allege the GoalMaker service disfavored funds in the plan’s investment menu that did not pay...