Displaying 116 results
SageView deal shows RPA M&A market is still hot
After private-equity partners lined up to invest in Captrust, which eventually selected GTCR, the firms that were left out were eager to invest. SageView became the most attractive option remaining.
Workplace retirement plans saw 12.9% average savings rate in 2019
Participants contributed 7.6% of their pay, while employers put in 5.3%, the survey finds
401(k) firms line up for PEPs, anticipating big business in 2021
Registration for pooled plan providers begins later this month, but some companies are already announcing their plans
Should 401(k)s require a test for savers to invest outside of target dates?
Terms like 'mutual fund' and 'passive investing' are misunderstood, and those who can't define them are less likely to invest and save for retirement, according to a new report
DOL issues key rule for pooled employer plans
Pooled plan providers will be able to register beginning later this month and launch plans at the beginning of the new year
Contributions to retirement accounts steady, but withdrawals up: Fidelity
CARES Act distributions averaging $9,000 were taken by 1.2 million account holders
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
Northern Trust target dates called out in two 401(k) lawsuits
The similar cases, against Allstate and Northern Trust, were also brought by the same law firms
Retirement saving is hard even for people who can afford it
The voluntary nature of defined-contribution plans creates room for some common psychological blind spots to get in the way of saving
Advisers weigh risks of adding ESG to retirement plan menus
With demand from investors growing, plan sponsors focus on their fiduciary duty
Retirement bill offers glimmer of hope
There’s a lot in the bill for pre-retirees, company sponsors and retirees, but the changes proposed for retirees jumped out at me
DOL releases final rule that could curb ESG in retirement plans
Agency takes the term 'ESG' out of the text, but opponents say the regulation's chill factor remains
Demand for financial wellness is overwhelming
Plan sponsors want the services for their participants, but wellness has done little to help people improve their financial lives
Auto-IRA states, AARP blast CalSavers lawsuit claims
Oregon, Illinois and others are backing California in a legal attack on the state's auto-IRA system, while the Trump administration has taken the opposite side
Empower Retirement posts $110 billion in new-client sales
The No. 2 record keeper added smaller adviser-sold plans as well as megaplans
More participation equals more savings, Fidelity study of retirement plans finds
Workers enrolled in both stock purchase plans and company 401(k)s tend to save more
JPMorgan Chase creates small-business 401(k) plan
The new offering will use SS&C Technologies as record keeper and the investments are J.P. Morgan products
Voya offers credit to retirement plans of minority-owned businesses
COVID-affected nonprofits are also eligible for the $500 to $5,000 one-time credit to offset plan fees
401(k) fees are eating Americans’ retirement savings
To cut costs and ensure that workers retain every penny they've saved for retirement, policy makers should simply eliminate 401(k) intermediaries
Why is ESG used most in retirement plans? It’s not performance
Institutional investors use environmental, social and governance factors to align with stakeholders, according to a report by Callan
