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Principal is incorporating capabilities from the Wells Fargo Institutional Retirement and Trust platform into its own proprietary recordkeeping system, which will serve Principal and transitioning Wells Fargo customers moving forward.
With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.
Plaintiffs says defendants failed to properly monitor and control the plan’s expenses, and allowed the plan to become one of the most expensive “jumbo” 401(k) plans in the country.
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| JPMorgan SmartRetirement | 60% | |
| Fidelity Government Money Market | 5% | |
| BNY Mellon S&P 500 Index | 5% | |
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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
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