Defined Contribution Plans

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Edelman Financial Engines is bringing financial planners to small 401(k) plans

Edelman Financial Engines is bringing financial planners to small 401(k) plans

September 20, 2019

The $212 billion advisory firm is leveraging a partnership with record keeper ADP to broaden its reach with human advisers.

Trump administration wants to kill California’s auto-IRA program

Trump administration wants to kill California’s auto-IRA program

September 18, 2019

The administration argued in a court filing that auto-IRAs are pre-empted by federal retirement law.

MIT settles class-action suit that snared Fidelity’s Abigail Johnson

MIT settles class-action suit that snared Fidelity’s Abigail Johnson

September 13, 2019

Pending settlement in lawsuit could alter Fidelity's 20-year-old record-keeping arrangement with the university.

Morgan Stanley adding 401(k) participant services to boost wealth business

Morgan Stanley adding 401(k) participant services to boost wealth business

September 12, 2019

The brokerage added to its financial wellness platform, and is considering product offerings for 529 plans, deferred compensation and HSAs.

Hub to buy $40 billion LPL branch Global Retirement Partners

Hub to buy $40 billion LPL branch Global Retirement Partners

September 12, 2019

The deal would make the insurance brokerage one of the largest retirement-focused aggregator firms.

What’s driving value in the booming 401(k) adviser M&A market?

What’s driving value in the booming 401(k) adviser M&A market?

September 12, 2019

Many advisers fear missing out as they see their peers get historically high multiples.

Monitoring 401(k) cross-selling may be next frontier for advisers

Monitoring 401(k) cross-selling may be next frontier for advisers

September 10, 2019

In light of evolving record-keeper practices, advisers need to remember that ERISA's fiduciary standard requires fiduciary prudence to evolve with the market.

Abigail Johnson of Fidelity reaches deal to avoid testifying at 401(k) trial

Abigail Johnson of Fidelity reaches deal to avoid testifying at 401(k) trial

September 6, 2019

The parties in the MIT 401(k) suit negotiated an agreement that spares Ms. Johnson from having to undergo cross-examination.

Headwinds to annuities in 401(k) plans persist

Headwinds to annuities in 401(k) plans persist

September 4, 2019

Legal and administrative challenges have stalled uptake by plan sponsors.

There’s a wrong way to use target-date funds

There’s a wrong way to use target-date funds

August 28, 2019

Investing in other funds in addition to a TDF adds risk and defeats the purpose.

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