Overview
Plan Components
Top Industry Articles
Three new lawsuits question the offering of actively managed target-date funds to retirement plan participants.
Multiple national-level conflict of interest rules are now aligned that will require financial professionals to act in the best interest of consumers.
It is not all doom and gloom for plan sponsors and participants who want these investments. Here’s what advisers should know about the new rules proposed by the Department of Labor (DOL).
Advisers and broker/dealers hoping to work with open multiple employer plans now have a short window to offer their perspectives to the Department of Labor and the Internal Revenue Service.
A similar lawsuit was filed in May against an investment manager and a different plan sponsor.
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| T. Rowe Price Retirement | 39% | |
| T. Rowe Price Growth Stock | 24% | |
| Goldman Sachs Stable Value Collective Trust | 15% | |
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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
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