Tag: 401k

The tool leverages a 401(k) database to hone in on the often complex fee structure associated with retirement plans.

Thirty-six percent of business owners who currently do not offer a retirement plan say expected revenue increases in the next...

The complaint states that Gucci America was “particularly egregious” in regards to offering proprietary funds from its service provider Transamerica.

According to plaintiffs, Ruane’s flagship fund, the Sequoia Fund, contained more than $25 billion in assets until the firm “engaged...

The SaaS firm has expanded its platform and initiated new partnerships to help employers easily roll out student loan refinancing...

The Callan DC Index also shows nearly three-fourths of DC plan account balance growth has been due to investment performance.

The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market...

Since the beginning of 2016, 17 firms within the Retirement Plan Monitor coverage set have introduced new retirement readiness resources...

In 1997, the asset class with the greatest amount of participant assets was company stock, an Alight Solutions analysis finds.

The Investment Company Institute has issued a report, “Ten Important Facts About 401(k) Plans.”

A survey reveals issues employees have with open enrollment season.

The latest retirement industry class action challenge, filed in the U.S. District Court for the District of Minnesota, names as...

DiMeo Schneider will be a 3(38) fiduciary investment manager for the program.

401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty...

The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to...

Fidelity found that fully 40% of those who managed their own account had a stock allocation in their 401(k) that...

Both May and June were light trading months for 401(k) participants, but when they did trade, they favored equities.

“Participant engagement growth has also been driven in part by employers making education more accessible with onsite meetings, webcasts and...

A significant amount of small businesses lack a retirement plan; however, a new study by LPL Financial suggests certain tax-incentive...

Effective April 1, the Aon Stock Fund was discontinued as an active investment option in the plan.