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BY John Sullivan 9/6/2023
House Republicans significantly increased their attacks on environmental, social, and corporate governance (ESG) investing on Wednesday, introducing four bills to either roll back or block the inclusion of ESG factors in retirement plans.
The Education and the Workforce Committee said the bills “...
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BY Ted Godbout 9/6/2023
Fee pressures continue to be a dominant force in shaping the future of target date (TD) solutions as evidenced by the top two most supported developments identified by T. Rowe Price’s just-released defined contribution consultant research study.
When asked to indicate the extent to which they...
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BY John Sullivan 9/6/2023
Little surprise, participant engagement sits atop the list of short-term priorities for plan sponsors. At the same time, high-profile issues like retirement income, discussed ad nauseam among financial professionals, rated lower among those offering work-based plans.
More specifically, 27% of plan...
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BY Ted Godbout 9/6/2023
The findings in a new survey suggest a need for financial advisers to discuss optimizing Social Security benefits with their clients, as large percentages of respondents across generations do not have a firm grasp of how the program works.
Nearly half (49%) of U.S. adults aged 18 or older believe...
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BY Nevin E. Adams, JD 9/6/2023
Less than a year after being sued for the standard series of alleged missteps, the parties in an excessive fee suit have struck a “deal.”
The plaintiff bringing suit just a year ago (September 2022) was Grace Angelo (she was later joined in the action by Kerstin Thompson as a second class...
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BY Jenny Kiffmeyer, JD 9/6/2023
ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and...
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BY NAPA Net Staff 9/5/2023
Who does it best? Which recordkeepers—and the services, support, products, and processes they provide—truly stand out? There are few in a better position to evaluate the multitude of offerings now available than advisors, who typically work with various firms across different market segments...
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BY John Sullivan 9/5/2023
They make it sound so simple.
The Aspen Leadership Forum on Retirement Savings released a summary from their June meeting, which focused on “five big ideas about closing the access gap and making retirement savings work for everyone.”
While it would seem like a complicated issue, participants,...
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BY John Sullivan 9/5/2023
Everyone, relax. There is no retirement savings “crisis,” and you’re probably saving enough for retirement.
That’s the message in a recent op-ed in The Wall Street Journal, and a working paper from the American Enterprise Institute’s Andrew Biggs, a frequent critic of what he says are...
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BY Nevin E. Adams, JD 9/5/2023
A federal magistrate judge—who has been tasked with a number of recommendations regarding dismissals of late—has recommended that an excessive fee suit be dismissed, this one with prejudice.
In outlining the controversy (Genna B. Laabs v. Faith Technologies Inc. et al., case number 1:20-cv-01534,...
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