Tag: Investments

Prudential will formally assume responsibility for pension benefits for approximately 45,000 former employees or their beneficiaries receiving less than $450...

Choosing passive investments is a clear and simple way to reduce fees; however, choosing the fund with the cheapest expense...

Recordkeepers widely identify “reducing plan administration costs” and “maximizing participant savings” as the top two priorities for defined contribution plan...

Cerulli’s research shows more than half of advisers create customized investment portfolios on a client-by-client basis, while 42% start with...

An excessive fee lawsuit has been filed against fiduciaries of the Novitex Enterprise Solutions Retirement Savings Plan, a 401(k) plan...

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

Among Millennials, women are making less income and saving less for retirement, Wells Fargo Asset Management finds.

Willis Towers Watson makes the case for white label funds in a new paper.

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

The CRR explores various ways investment returns and Social Security could be affected by an aging population.

A court certified a class in the consolidated lawsuit after first rejecting BB&T’s arguments that the class did not meet...

A federal court judge found most claims were not plausibly alleged by the plaintiffs.

A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but...

A new ruling has emerged in the long-running case, applying instructions from the Supreme Court and the 9th Circuit to...

The month recorded the lowest trading volumes among DC plan participants since April 2012, Alight Solutions says.

Greater exposure to higher-yielding corporate bonds can notably dampen a fixed-income allocation’s diversification benefits to equity investments.

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

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

American Century must produce profitability, expense and performance reports created under provisions of the Investment Company Act for all the...