Deals and PeopleMarch 24, 2017
OppenheimerFunds expands Beta Solutions team; Putnam Investments expands Small-Cap Equity practice; TCW hires senior account manager in Client Services; and more.ComplianceMarch 24, 2017
Under the proposed bill, to file an aggregated Form 5500, the retirement plans would need to have the same trustee, fiduciary, plan administrator, plan year and investment menu.ComplianceMarch 24, 2017
An appellate court found 403(b) plan participants were questioning the legality of a plan amendment, which it said is for courts to decide.BenefitsMarch 24, 2017
The U.S. House of Representatives did not vote on the new health bill as planned Thursday, but a look at why they didn’t and the provisions of the bill show what lawmakers are seeking—some of which would reduce costs and burdens for employers.ComplianceMarch 23, 2017
The Insured Retirement Institute says it will call on Congress and the Trump Administration to support greater access to workplace retirement plans and simplified lifetime-income products.ProductsMarch 23, 2017
Merit Financial Group has rolled out its “Worksite Financial Wellness Platform.”Data and ResearchMarch 23, 2017
Luke Vandermillen, from Principal, says everyone makes the assumption that the age at which they retire is their choice, but it may not be.ProductsMarch 23, 2017
The new funds will leverage the research and portfolio management expertise of sub adviser Wellington Management Company.
Data and ResearchMarch 23, 2017
Eighty-eight percent of target-date mutual fund assets were held through defined contribution (DC) plans, ICI finds.ProductsMarch 23, 2017
At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and objectives.Data and ResearchMarch 23, 2017
Forty-three percent of investors with a written plan are highly confident they are headed towards a comfortable retirement, compared to 23% of those without a written plan.ProductsMarch 22, 2017
Just last week, intellicents announced it was adding financial planning to its services menu.ComplianceMarch 22, 2017
Plaintiffs originally filed their cash balance plan lawsuit in 2004, claiming the way their employer created a cash balance plan by essentially transforming an existing 401(k) represented impermissible benefit cutbacks.