Displaying 116 results
Bob Reynolds reflects on future of 401(k) plans after the election
The Putnam CEO is concerned that the retirement plan system is an easy target if the government needs to raise money
Money-market debit cards for clients? Franklin CEO on the future of advice
Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum
Chief investment officers outline future of DC plans
Investments are at the heart of defined-contribution plans, giving CIOs a crucial role in helping workers prepare for retirement
Empower Retirement posts $110 billion in new-client sales
The No. 2 record keeper added smaller adviser-sold plans as well as megaplans
Nestle sued over its 401(k)
A class-action lawsuit alleges excessive record-keeping and managed account fees
RMD return relief is over
Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed
COVID-19 leads some to say they will work in retirement: Survey
Most people have not stopped saving for retirement, but more are saying they will stay on the job past the traditional retirement age
401(k) plan savings challenge has been solved
It's clear auto enrollment and auto escalation help employees save. Why aren't more smaller plan sponsors using them?
Betterment rolls out 401(k) plans for advisers
The robo-adviser aims to help advisers attract additional assets while fostering the growth of both its advisory and retirement plan business lines
Don’t look a gift horse in the mouth
The DOL's proposal on using ESG investments in retirement plans could remind advocates of sustainable finance of the work still to be done
Matrix Trust Co. sued over alleged lack of 401(k) fee disclosure
The Broadridge affiliate has not filed notices required by the DOL, plaintiffs in a class-action lawsuit claim
401(k) plans – gold mines or land mines?
It's getting harder for advisers who don't specialize in 401(k) plans to dabble in an industry littered with regulatory and legal land mines
Resources picks up $2B 401(k) consultant
The deal brings the firm's retirement plan AUM to a reported $50 billion
CareerBuilder gets win in 401(k) lawsuit, others face new claims
Paychex, Astellas and Aon were recently sued, and the $12.4 million settlement in a Northrop Grumman suit has been held up
401(k) suits target Trader Joe’s, Costco, others
Litigation alleging that plan sponsors breached their fiduciary duty keeps coming
The future of 401(k) plans looks bright
But only if retirement plan advisers lead the way
TSP doubles target-date options for federal workers
Participants in the $557 billion Thrift Savings Plan will have many more target-date vintages available to them starting in July
Opening defined-contribution plans to private equity is a mistake
U.S. regulators dropped the ball in a recent letter clarifying that regulations do not prohibit the use of private equity funds in 401(k) plans
Benefits administrators plead guilty to $15 million embezzlement
The Texas couple made 90 unauthorized distributions from pension and retirement plans they ran
401(k) lawsuits keep piling up
At least four lawsuits involving plans with more than $1 billion have been filed over the past few weeks
