By Jason C. Roberts and Kimberly Shaw Elliott, Roberts Elliott, LLPFinally, after months — potentially years — of preparation, diligent providers of services to retirement plans have completed their disclosures in satisfaction of ERISA Section 408(b)(2) and they lie in the hands (or at least the... READ MORE

For decades, the defined contribution industry has focused on the performance of individual funds at the expense of other plan metrics. In a recent white paper, W. Van Harlow, Director of Research, Putnam Institute, analyzes a series of variables — fund selection, asset allocation, portfolio... READ MORE

California Gov. Jerry Brown (D) signed legislation Sept. 28 that will create the nation's first state-administered retirement savings program for private-sector workers, over the objection of critics who said it creates a new liability for taxpayers. The bill will establish the California Secure... READ MORE

With greater fee disclosure and focus on fiduciary issues, it seems logical that RIAs and hybrids would increase 401(k) market share. SageView’s growth might be an indicator of this trend as well as recent data from Cerulli. Read more: Sageview and Cerulli READ MORE

Nearly 10 years ago, when there were 120 national 401(k) recordkeepers (defined as those that have a national sales force with most attached to a larger financial service organization), it was easy to guess which ones were likely to exit the market next. The hard question was which ones would never... READ MORE

At OppenheimerFunds, our perspective is that diversification comes from having a portfolio positioned to take advantage of economic progress all over the world while seeking to protect and grow long-term purchasing power. Over the past generation, the global economic, political and social... READ MORE

By Sheldon M. Geller, Esq.Investment advisors need to protect 401(k) plan sponsor boards, corporate officers, and other plan fiduciaries from an increasingly active and ERISA-sophisticated bar. Recent court decisions have identified issues that investment advisors should consider to effect prudent... READ MORE

By Sheldon M. Geller, Esq., CPAThe Employee Retirement Income Security Act (ERISA) requires plan sponsors and other plan fiduciaries to act prudently and solely in the interest of plan participants when selecting and monitoring service providers and plan investments. Service provider arrangements... READ MORE

Could a broke 25 year-old retire with more than a million dollars in the bank? Retirement statistics and research in The Savings Crisis of Working Americans: The Retirement Industry Call to Action say yes! Download this white paper now. READ MORE

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Donec non nunc lectus, ut elementum ante. Vestibulum quis lectus sapien, a accumsan felis. In at dolor vel enim congue convallis posuere a ipsum. Aliquam erat volutpat. Sed eget sem sapien, sit amet dignissim arcu. Donec gravida lobortis sapien, ac bibendum nisi tincidunt vel. Sed porta sagittis... READ MORE