Browsing Tag
401(k) Fiduciary Responsibilities
92 posts
Why Aren’t There More Managed Accounts In 401ks?
Whadaya know? Financial education (or a lack thereof) strikes again. Some employees love managed accounts and some don’t—the…
ICI Slams DOL’s Final Rule on State-Run Retirement Programs
Responding to an apparent case of “good for thee, but not for me,” the Investment Company Institute (ICI)…
A Boon for Collective Investment Trusts and 401ks?
They’re staid, boring and vanilla, and that’s just fine. New research from Boston-based global analytics firm Cerulli Associates…
3 Keys to Earning Gen X and Millennials’ 401(k) Trust
We’ve said it before and we’ll say it again—control the 401(k) during the accumulation phase, and advisors have…
401k Flows to R6 Retirement Share Classes Spike
Beneficial for participants of bane of their existence—however 401(k) advisors feel about the DOL’s fiduciary rule, it appears…
Why Small Balance 401k Distributions Are Falling Through the Cracks
According to the recently released 2016 Willis Towers Watson U.S. Retirement Governance Survey, a major trend in retirement planning…
SunTrust 401k Suit Gets Class Action Status
Participants in SunTrust Bank’s 401(k) plan got the okay to proceed as a class with their claims that the…
What 403(b) Plan Participants are Doing Right
They’re better than the rest of us in every way. Not only do non-profit organizations and their employees…
Are 401(k) 3(38) Services Worth the Price?
When analyzing different investment options, many 401(k) plan sponsors question if it makes sense to pay more for…
How to Select the Right Target Date Fund for a Client’s 401k
Target date funds have entered their third decade of existence, but what’s made these investment options even more…