Behavioral biases reduce usage of income products that otherwise could help participants during the decumulation stage. However, there are steps recordkeepers and sponsors can take to account for ...
A meaningful benchmark — or lack thereof — has played a significant role in ERISA litigation of late. But a new appellate court decision offers a new perspective — in essence that you don’t need a ...
To help plan sponsors and financial professionals pursue broader diversification and improve long-term outcomes for participants, the Principal Financial Group announced an expansion of its Featured ...
Vanguard on Wednesday morning announced that it has entered into a definitive agreement to purchase Altruist, an AI-forward wealth technology and custody platform serving financial advisors. ad space ...
A federal judge has now formally “killed” the so-called fiduciary rule. Judge Jeremy D. Kernodle in the US District Court for the Eastern District of Texas approved a motion to vacate on Thursday, ...
Nominations are now being accepted for NAPA’s Leadership Council. Elected at-large members of the Leadership Council must be advisors (defined as individuals who are primarily in the business of ...
There is certainly no doubt for a plan sponsor and a retirement advisor that one of the most impactful investment decisions being made today is determining the optimal QDIA for plan participants. As a ...
The IRS issued a proposal on Aug. 20 outlining the acceptable investments for Trump Accounts. The proposal covers fees, foreign investments, ESG funds, and other investment management issues. The ...
A federal judge has granted a motion to dismiss a stable value suit — because the plaintiffs “have failed to state any of their claims.” And not for the first time, apparently. Participant-plaintiffs ...
Self-described as the engine at the center of America’s savings ecosystem, Ascensus this week announced a realignment of its investment partners to help support the firm’s next phase of growth. ad ...