The Retirement Promise Podcast – Join Steve and Philip as they talk about his focus on personalized TDF’s and how his collaboration with PIMCO supports our shared vision of helping produce better retirement outcomes for millions of...
When considering managed accounts inside a retirement plan, you may want to consider two questions: Why offer a managed account in a retirement plan? Can personalization be available without investing through a managed account? A managed account is a personalized...
Target date funds came into existence three years prior to 2006. And what’s so critical about 2006 is that the Pension Protection Act introduced an item called qualified default investment alternative, or QDIA, which basically gave fiduciary relief for employers who...
On August 11, 2022, a class action suit was filed against the Dover Corporation to include the Dover Company Benefits Committee for breaching their fiduciary duty of prudence owed to the Dover Corporation Retirement Savings Plan. This is an excess fee case to its...
On August 2, 2022, a class action suit was filed against the 401(k) Administrative Committee of the Microsoft Corporation Savings Plus Plan. The Plan assets were valued at $38.34 billion representing 135,252 participants with account balances. The Plan is a...
