UpFront
Advisers Need Benchmarking, Too
It may be time to confirm your plan is actually getting the services it needs.
Reported by
Lee Barney
To access this premium content, please sign up for a free account!
You Might Also Like:
11th Circuit Revives ERISA Suit Over Royal Caribbean Retirement Plan Investments
According to the appellate court’s ruling, ERISA plaintiffs do not always need an ‘apples-to-apples’ investment benchmark to demonstrate imprudence.
Part of 3M ERISA Suit Survives After Judge Finds Fidelity Funds Fit as Benchmark
A Minnesota federal judge allowed claims of target-date-fund imprudence and self-dealing to proceed, while narrowing other theories.
The DOL Expects ‘Meaningful Benchmarks,’ but Private Markets Make That Complicated
Private market investments often include no agreed-upon yardstick for benchmarking performance or determining whether fiduciaries made the right comparison.
