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Labor Department says ESG investments aren't always `prudent'

April 24, 2018

The Trump administration unveiled guidance aimed at the burgeoning socially responsible investment industry that left some investors scratching their heads. The Department of Labor, which oversees retirement-plan funds, published guidelines...

Employees say workplace retirement plan will be a major retirement income source

April 24, 2018

An increasing percentage of workers say their workplace retirement savings plan will be a major source of retirement income, according to an annual survey by the Employee Benefit Research Institute issued Tuesday. In 2018, 53% of workers said...

Litigation, scale push private colleges to adopt multiple employer plans

April 23, 2018

Pioneers circled their wagons for mutual protection, and a new trend emerging in the 403(b) space employs a roughly similar tactic. Small and independent, nonprofit private colleges — in search of ways to improve the retirement outlook for...

The rich are betting they can buy their way to a longer life

April 20, 2018

Money might not buy love, but it can buy better health. And, to live as long as possible, the world's wealthy are willing to pay up. Over the past few decades, the average person's lifespan has risen almost everywhere in the world. In China,...

What a court decision teaches 401(k) advisers about choosing stable-value funds

April 19, 2018

In order to reduce their risk of fiduciary liability, 401(k) plan sponsors often seek to offer an investment menu that satisfies the requirements of ERISA Section 404(c), which eliminates the risk associated with investment choices by plan participants....

Principal sued for stacking its TDFs with proprietary funds

April 19, 2018

Principal Financial Group has been sued for allegedly loading its target-date funds with costly and underperforming in-house investments, in the latest example of 401(k) participants targeting financial firms for purportedly enriching themselves...

401(k) lawsuits being brought more aggressively against retirement plan advisers

April 17, 2018

Retirement plan advisers are increasingly being drawn into 401(k) lawsuits, as litigation creeps down market and plaintiffs' lawyers test out new legal theories to ensnare advisers, according to a panel of litigation experts speaking Monday...

Plan advisers, consultants question value of managed accounts

April 16, 2018

A narrow majority of defined-contribution-plan advisers and consultants say managed accounts provide less benefit to participants than target-date funds, according to a survey by Pacific Investment Management Co. Fifty-one percent of respondents...

Retirement coverage gap, 401(k) rollovers are big emerging threats for plan advisers

April 16, 2018

The retirement-plan coverage gap and rollovers from 401(k) plans to individual retirement accounts have emerged as two of the largest potential threats for retirement plan advisers, the head of the National Association of Plan Advisors said...

Post-tax-time IRA checkup

April 16, 2018

The due date for filing 2017 tax returns is almost behind us, other than for those clients filing extensions. Now would be a good time to do a post-tax time IRA check-up and make sure that nothing will be overlooked going forward in 2018. 2017...

Retirement outlook for millennials

April 13, 2018

And now for something different. Although I spend most of my time writing and speaking about retirement income issues, sometimes I get the chance to address young workers at the beginning of their careers, as I did recently as part of National...

401(k) plan participants sue Home Depot over alleged fiduciary breaches

April 13, 2018

Two participants in Home Depot Inc.'s 401(k) plan have sued plan executives alleging that excessive fees and poor-performing investments represented a breach of their fiduciary duties under the Employee Retirement Income Security Act. The participants...

LPL loses $1.8 billion retirement group

April 11, 2018

Ingham Retirement Group, a $1.8 billion advisory firm based in Miami, has left LPL Financial. The firm — a national, independent shop that provides retirement plan consulting and record-keeping, actuarial and investment advice services —...

Are 401(k) advisers the next DOL targets?

April 11, 2018

The Chicago office of the Department of Labor seems to be targeting 401(k) plan advisers and, if one firm's experience is a guide, the office appears to be targeting large regional firms rather than less experienced advisers. Specialized retirement...

Insurers' 401(k) record keepers gain big share in small, midsize markets

April 11, 2018

Insurance companies that provide 401(k) record-keeping services have gained substantial market share among small and midsize retirement plans over the past few years. Insurance companies are by far the most common type of record keeper for 401(k)...

Guaranteed income tops boomers' retirement wish list

April 9, 2018

Monthly guaranteed income is the most important single trait that aging baby boomers look for in a retirement investment, ranked No. 1 or No. 2 by 41% of participants in the latest annual survey of retirement expectations and preparedness conducted...

Like it or not, annuities are coming to retirement plans

April 7, 2018

Some would argue that annuities and 401(k) plans should never mix. To those individuals, we say brace yourselves, because legislation is being considered in Congress that could clear a path for more employers to offer annuity products in their...

Social Security benefits for grandchildren

April 5, 2018

Perhaps it is a sign of the times, but I have noticed an uptick in questions from InvestmentNews readers about the possibility of grandchildren being able to collect Social Security benefits on their grandparent's earnings record. In some cases,...

Judge dismisses parts of Yale 403(b) suit, lets others stand

April 4, 2018

A federal court judge in Hartford, Conn., has dismissed a few complaints in a lawsuit alleging ERISA violations in Yale University's 403(b) plan, while rejecting most of the university's petition that all complaints be thrown out. The split...

Fisher Investments growing fast in 401(k) market

April 3, 2018

Fisher Investments, one of the largest registered investment advisers in the country, is rapidly growing its fledgling 401(k) advisory business, which some industry observers see as an emerging threat to retirement plan advisers working with...

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