Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
Employers will be able to default participants into receiving their plan disclosures electronically.
The judge's ruling described plaintiffs' claims as inappropriate 'Monday-morning quarterbacking'
The judge's ruling described plaintiffs' claims as inappropriate 'Monday-morning quarterbacking'
They're at a competitive disadvantage relative to 401(k) vendors, health-plan providers and others, according to a new report
The SEC, in an atypical move, appears to be investigating third-party administrators affiliated with entities such as broker-dealers and RIAs
The SEC, in an atypical move, appears to be investigating third-party administrators affiliated with entities such as broker-dealers and RIAs.
It's a challenging calculation that involves several unknown variables.
Investor zeal for funds guided by environmental, social and governance criteria has not translated into new retirement plan options.
The decision follows a similar route taken by peers like Jackson National and Lincoln Financial.
But brokers' hopes of restoring payments kept alive with rulings in two other cases.
