Browsing Tag
Retirement
2319 posts
‘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…
Creative Planning Continues Its Acquisition Spree
Wipfli Financial Advisors manages $5 Billion in AUM
4 Inflation-Fighting Considerations in 401k Plans
Investors need to combat inflation’s eroding impact on portfolios while also generating income
Fund Industry Opposes ESG Truth in Labeling Regs
ICI recommended that funds—and not the SEC—determine their principal investment strategies
Are Automatic 401(k) Features Friend or Foe?
Plan sponsors often fixate on the short-term feelings of employees over their long-term retirement readiness
Shh! Victoria’s Secret Settles 401(k) Suit
The lawsuit alleged pricey fees and investment options in the $1.6 billion 401k plan