Overview
Plan Components
Top Industry Articles
Compliance
‘Secure Act 2.0’ Likely to Become a Reality
Retirement Plan Execs Confident Senate Will Pass the Bill Into Law
June 4, 2021
exclusives
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
June 11, 2021
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
Compliance
Wake Forest University Baptist Medical Center Sued Over 403(b) Plan Fees
The lawsuit says plan fiduciaries failed to ensure reasonable investment fees and mismanaged revenue sharing to pay for administrative expenses.
June 10, 2021
exclusives
Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.
June 11, 2021
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| American Funds (Capital Group) Target Date Retirement | 85% | |
| T. Rowe Price Blue Chip Growth | 5% | |
| PGIM Total Return Bond | 2% | |
|
|
||
|
|
||
|
|
||
|
|
View all funds in this plan
Providers
Articles and Questions
Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question
