Only 0.1% of plan assets are in ESG-specific funds, but many, if not most, investment products have integrated ESG criteria
Those who took required minimum distributions in January are allowed to undo them, and the timeframe for doing so extends through Aug. 31
The agency argued a fiduciary responsibility involves focusing solely on returns for participants
The agency is delaying lump-sum payouts of back benefits amid the pandemic
The company will be one of the first provide the plan type outlined in the SECURE Act
But only if retirement plan advisers lead the way
Participants in the $557 billion Thrift Savings Plan will have many more target-date vintages available to them starting in July
The product includes five glide paths and can include investment options that are already on plan menus
Receiving Social Security benefits on someone else’s earnings record.
A bipartisan bill to amend the Internal Revenue Code hints at more attention to the issue, according to a report from Morningstar
The guidance allows more people to withdraw funds penalty-free from their retirement savings
U.S. regulators dropped the ball in a recent letter clarifying that regulations do not prohibit the use of private equity funds in 401(k) plans
Only 15% of participants in the survey said they received messages through mobile apps at the beginning of the COVID-19 crisis
The Texas couple made 90 unauthorized distributions from pension and retirement plans they ran
Economic conditions have made the products less attractive than they were last year, with one exception
The agency is likely collecting data to shape a proposed rule on investment selection
The investment manager's plan included a poorly performing, high-fee product, the plaintiff alleged
Pandemic conditions make acting in clients’ interests even more important, Jay Clayton says
Defined-contribution plans generally place more emphasis on stock funds than fixed-income options
The SEC filed a parallel civil complaint against Frederick M. Stow for stealing nearly $1 million
