Browsing Tag
Class Action
20 posts
PEP Adoption Skyrockets Employer Satisfaction with Their Advisor, Retirement Plan
New report finds 40% increase in satisfaction with the retirement plan’s advisor after joining a Pooled Employer Plan
April 16, 2025
Vanguard, Raymond James Top New J.D. Power Rankings for Investor Satisfaction
Do-it-yourself investors rank Vanguard highest while advised investors favor Raymond James in study released today from J.D. Power
March 20, 2025
Action Needed Now on Social Security Reform: GAO
New report explores various options policymakers could employ to shore up program’s troubled finances
August 9, 2024
Market Downturn Reaction: Retirement Advisors Stress Restraint
Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is likely no move for most
August 6, 2024
ERISA Attorneys Outline Next Steps, Actions Item After DOL Fiduciary Rule Stays
ERISA attorneys give their predictions for DOL next steps and action items for industry professionals and plan sponsors
August 2, 2024
Stifel, Commonwealth Keep Top Spots in J.D. Power Advisor Satisfaction Rankings
Annual study finds more than a third of advisors open to changing firms
July 10, 2024
Americans Want Action to Fix Social Security
Transamerica study spotlights public policy priorities across the multigenerational workforce-led by addressing entitlement program’s looming insolvency
June 25, 2024
Retraction: CIT Fees Opinion Column on 401(k) Specialist
401(k) Specialist has retracted a post originally published on May 2 that contained factual errors relating to collective investment trusts in target date funds.
May 9, 2024
Capitol Hill Fiduciary Rule Reaction: Praise and Ridicule
Of those speaking out about it, Democrats in favor while Republicans vow to fight the controversial final regulation
April 26, 2024
Fiduciary Rule Reaction: For and Against
ARA among first to express strong support while several groups voice opposition
April 23, 2024