The five pension funds in the New York City Retirement Systems have jumped into the proposed $8.4 billion takeover of ...

The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

Yet another fiduciary breach suit not only alleges excessive recordkeeping and investment management fees and misuse of plan forfeitures, but also the failure to include a target date fund.

For the first time since the DOL adopted its Voluntary Fiduciary Correction Program (VFC Program) in 2002, retirement plan sponsors will be able to utilize self–correction as an efficient means to ...

Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing ...

Plan fiduciaries have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. The suit (Cutrone v. Allstate Corp., N.D. Ill., No.

Whether, and the extent to which, a plan fiduciary can consider nonpecuniary environmental, social and governance (“ESG”) objectives in selecting plan investments has been a hot-button issue ...

Grant’s Interest Rate Observer recently wrote that: “Destiny Tech100, Inc., a closed-end fund invested in private ... Thank you for your continued support of Fiduciary Management, Inc ...

fiduciary and legal services capabilities. This is the latest successful project between Warba and the Group, which enjoy a longstanding and growing partnership. The Fund aims to generate sustainable ...

(Reuters) — The FDIC sued 17 former executives and directors of Silicon Valley Bank on Thursday, seeking to recover billions of dollars for alleged gross negligence and breaches of fiduciary ...