Browsing Tag
Fiduciary
611 posts
HUB Launches Financial Coaching, Wellness Solution
It's an interactive online learning center complete with CFPs
Mutual Funds Change Benchmarks to Hide Poor Performance: Paper
The authors found evidence that funds 'provided misleading information to investors in their SEC-mandated disclosures'
‘Reckless’ Jerry Schlichter Slammed (Again) in Empower’s Win
He is 'personally liable for Defendants’ excess costs, expenses, and attorney fees,' according to the judge
Mastermind of $300 Million Ponzi Scheme Targeting Retirees Sentenced
The defendant and his co-conspirators contacted retirees experiencing financial distress, most of whom were military veterans
The Unraveling of Flawed Target Date Funds Begins
This surprise has never happened before
Another State Signs Government-Sponsored Retirement Plan into Law
Delaware EARNS (Expanding Access for Retirement and Necessary Savings) requires businesses with more than five employees to participate
Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping
We pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a…
Shh! Victoria’s Secret Settles 401(k) Suit
The lawsuit alleged pricey fees and investment options in the $1.6 billion 401k plan
3 Ways 401k Plan Sponsors Can Boost Participant Awareness
Plan sponsors who follow these steps will generate quantifiable results
July Brings Much-Needed Calm to 401k Trading Activity
Still no suprise, 13 of 20 trading days favored fixed income funds