26 State Attorneys General Appeal Biden ESG Rule Decision
Republicans appeal to the U.S. 5th Circuit Court of Appeals, requesting it strike down the rule that permits environmental, social...
Tag: retirement plan investments
DOL Secures $124 Million Settlement on Behalf of DST Systems Participants
DST Systems Inc. was accused of mismanaging its profit-sharing 401(k) plan and failing to diversify the plan’s assets, which resulted...
Opinions |
Retirement Trends to Watch in 2023
As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected.
Products |
SEI Helps Institutional Investors Manage Investment Data
Ledger allows asset owners to view, update and reconcile data from multiple sources.
Investment Considerations for Inflation Protection
Both defined benefit and defined contribution plan sponsors can look for exposures to commodities, real estate and TIPS.
Many Investors View Digital Assets as Good Retirement Investments
Advisers surveyed by Capitalize expressed a different view.
What Is a Look-Through Investment Vehicle?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
ERISA Litigation Continues in the New Year
In court filings last week, fiduciaries of retirement plans at PPL Corp. and Mass Brigham General were accused of failing...
Settlement Agreement Filed in Another Excessive Fee Lawsuit
The defendants in a lawsuit against Bronson Healthcare will pay $3 million to settle charges of ERISA violations.
Plan Sponsors Are Getting No Answers From Excessive Fee Lawsuits
Excessive fee lawsuit activity has ramped up with no major decisions by the courts; however, a pending decision by the...
Exelon Sued Over Alleged Excessive Fees in Proprietary TDFs
The lawsuit also includes claims of excessive recordkeeping fees and unreasonable fees for managed account services.
Judge Gives Plaintiffs in LinkedIn ERISA Suit Another Chance
The judge said he found deficiencies in their claims of imprudence and disloyalty related to certain investments and fees and...
2021 Best Practices Conference: Benchmarking Investments and Fees
Plan sponsors should consider two necessary elements when benchmarking investments. Meanwhile, whether fees need to be benchmarked depends on how...
Products |
Franklin Templeton to Offer Technology Through iJoin’s Personalized Managed Accounts
With the partnership, participants in smaller plans will have access to a goals-based investing solution.
Another Lawsuit Challenges Plan’s Use of Asset Allocation Service
Among other things, the plaintiffs allege the GoalMaker service disfavored funds in the plan’s investment menu that did not pay...
Northern Trust Added as Defendant in AutoZone ERISA Lawsuit
Northern Trust is accused of giving AutoZone bad direction regarding investments in Prudential’s GoalMaker solution, allegedly due to a conflict...
Court in DST Systems Case Rejects Settlements While Certifying Class
The long-running case, in which investment adviser Ruane, Cunniff & Goldfarb is also a defendant, concerns investments of retirement plan...
Climate Change and Benchmarking Risk for Retirement Plans
Experts discuss how to conduct climate-change analysis and whether such an inquiry is a fiduciary duty, as forces are aligning...
Court Revives Part of NYU ERISA Suit
An appellate court found the district court erred in dismissing claims related to the use of higher-cost share classes and...
Medical System’s Retirement Plans Target of Excessive Fee Lawsuit
The suit claims the use of an asset allocation solution for the medical system’s 401(a) and 403(b) plans funneled participant...