Story thread · 2 reports / 2 sources
Creative Planning, Transamerica Face Suit Over Plan Selections
wealthmanagement.com · 2h · first report
How the coverage leans
Across 2 sources · syndicated copies counted once
The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation "risk" for wealth firms converging on the retirement arena.
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