According to Mike Hunstad at NTAM, it may take some time for the retirement industry in the U.S. to fully embrace ESG as a positive-performance factor, but he...
Under the terms of a recently revealed settlement agreement, Vanderbilt 403(b) plan fiduciaries will have to contractually prohibit recordkeepers and other service providers from using plan participant data...
A mixed-bag district court ruling in Colorado closely examines the investment policy statements and contracts which governed the relationship between an advisory firm and a retirement plan committee...
An analysis from the Society of Actuaries suggests the majority of defined benefit (DB) plan sponsors are making sufficient contributions to help reduce unfunded liabilities.
The case made it to the Supreme Court, which ruled plans maintained by principal-purpose organizations can qualify as “church plans;” however, it did not rule that the hospital...
However, the 9th U.S. Circuit Court of Appeals did remand back to a district court the calculation of interest on the $7,367,382.13 in damages awarded.
The Department of the Treasury and the IRS use the Priority Guidance Plan to identify the next tax issues that should be addressed through regulations, notices and other published...
Eaton Vance changes investment objectives and policies of funds; Transamerica launches fifth managed risk ETF; HB&T and Nottingham Advisors launch ESG CIFs; and more.
Pension plan sponsors have taken various actions to reduce their PBGC premiums in the last year, resulting in a decline in premiums paid in 2018 of $1.2 billion.
An IRS Revenue Procedure expands self-correction methods for certain retirement plan document and retirement plan loan failures and provides a new method of correction by plan amendment.
The San Bernardino County Employees’ Retirement Association uses knowledge management and InvestTech to make better-informed portfolio rebalancing decisions.