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.”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
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.InvestingApril 14, 2017
They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the point of transaction. Data and ResearchApril 11, 2017
The annual cost across a workforce is an additional 1.0% to 1.5% a year.AdministrationApril 03, 2017
Plan sponsors and advisers play critical roles in addressing the gender pay gap and motivating women to save for retirement.ParticipantsMarch 31, 2017
shows Generation-Y wants to plan for retirement online as well as on mobile,
and they would prefer all the help they can get.
MagazineMarch 29, 2017
Retirement planning as a part of overall company benefitsParticipantsMarch 29, 2017
DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a new study finds.ComplianceMarch 28, 2017
The bulk of the oral arguments focused on the definition of a church plan set forth in Section 3(33) of ERISA and whether deference should be given to Internal Revenue Service (IRS) letters granting church plan status to entities’ plans.