ComplianceApril 20, 2017
Summarizing its decision, the court observes, “It is well established that the test of prudence ... is one of conduct, and not a test of the result of the performance of the investment.”InvestingApril 20, 2017
Data from Pew does not reveal a best or one-size-fits-all approach to successful investing, but there is a uniform need for full disclosure on investment performance and fees.InvestingApril 20, 2017
There are some ways in which Millennials are demonstrating prudence and foresight as investors—and other ways they are not.ProductsApril 20, 2017
The firm is promoting these funds as the first of its kind to offer access to direct real estate through a target-date mutual fund.ProductsApril 20, 2017
With the program, students will learn directly from David Donaldson, former senior Department of Labor (DOL) investigator and CEO of ERISA Smart.AdministrationApril 19, 2017
More effective and targeted communications can help, a study by TIAA finds. ProductsApril 19, 2017
The Alegeus platform will provide robust engagement tools that help consumers optimize their health care spending and maximize their health care savings.AdministrationApril 19, 2017
New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features, and stretching the employer match.
Data and ResearchApril 19, 2017
Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.ComplianceApril 19, 2017
A memo offers examples and would be a helpful guide for cash balance plan sponsors to assess whether their plan offers definitely determinable benefits.Industry VoicesApril 19, 2017
Best practices for financial institutions that sponsor defined benefit plans.ComplianceApril 18, 2017
Plan sponsors with individually designed plan documents may want to adopt a pre-approved plan since the end of the IRS determination letter program.Data and ResearchApril 18, 2017
Only 50% of investors who work with a financial adviser are certain whether their adviser is a fiduciary, while 38% don’t know if their adviser is a fiduciary or not, according to a Financial Engines survey.