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Trustee Sued Over Retirement Plan Account Fraud
The lawsuit claims the trustee allowed an unauthorized person to take a distribution from a participant’s account and that the...

Associated Banc-Corp Accused of Self-Dealing in ERISA Lawsuit
Participants have filed a suit alleging the bank used its retirement plan to promote its investment products.

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Investment Product and Service Launches
Franklin Templeton releases research hub; CAVU launches impact investing share classes with Invesco; and Franklin Templeton grows ETF suite.

Compliance Duties and Litigation Risks in 2021
Attorneys review what regulations plan sponsors must adhere to and legal decisions to keep in mind for the new year.

Deciding Whether an Annuity Is Right for Your Plan Participants
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if...

Summary Judgment Denied in BlackRock ERISA Dispute
A district court has rejected dueling summary judgment motions filed by the plaintiffs and defendants in an ERISA self-dealing lawsuit...

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AICPA Provides Resource for Plan Sponsors to Evaluate Partial Plan Terminations
An advisory describes what constitutes a partial plan termination as well as what steps plan sponsors need to take to...
Industry Intelligence Spotlight

COVID-19 Changes Will Affect EM Investment Opportunities Beyond Technology
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