News Archives | Page 384 of 2677

Compliance | April 12th, 2018

Former Committee Members Not Free from Church Plan Challenge

Former committee members for the pension plan of St. Elizabeth Medical Center moved to have themselves dismissed from a lawsuit challenging the church plan status of the pension...

Data and Research | April 11th, 2018

One-Third of Americans Say They Lack Tools and Resources to Save for Retirement

In addition, a survey found, most do not know what they need to save for a comfortable retirement.

Products | April 11th, 2018

EY Launches Hybrid Financial Wellness Service

EY Navigate supports users as they manage the twists and turns of their financial life journeys, breaking down complex tasks, such as retirement planning and debt management, into...

Products | April 11th, 2018

Vanguard Offers Framework for Establishing a Plan for Retirement

The framework helps retirees address basic living expenses, establish a contingency reserve, account for discretionary expenses, and structure a legacy.

Compliance | April 11th, 2018

Judge Consolidates Franklin Templeton Self-Dealing ERISA Lawsuits, Rejects Dismissal Motions

According to multiple underlying complaints, which can now proceed to a consolidated trial, all of the several dozen mutual funds offered by the plan during the proposed class...

Investing | April 11th, 2018

The Benefits of the OCIO Model

Shifting responsibility of investment decision making to a discretionary manager offers a host of benefits to defined benefit plan and defined contribution plan sponsors, such as cost savings...

Data and Research | April 10th, 2018

Employees Need to Improve Retirement Planning

“Life events happen, and people don’t always get to choose when they retire, which is why it’s important to have a well thought-out plan that maps out different...

Data and Research | April 10th, 2018

Employees Would Like Companies to Become More Involved in Providing Retirement Security

Fifty-eight percent would rather have their employer provide them a set retirement paycheck for life than to invest on their own.

Deals and People | April 10th, 2018

Fiduciary Governance Group Launched by Stradley Ronon

The fiduciary governance group is designed to counsel investment committees and service providers, with a focus on avoiding and responding to fiduciary breach litigation, among other topics.

Administration | April 10th, 2018

Pensions Keep Funded Status Increase for the Year So Far

Despite two months in a row of funded status losses, most firms that track pension funding find the average funded status is still up for the year.

Investing | April 10th, 2018

Advisers See a Place for Both Active and Passive Investing

Their No. 1 objective for client portfolios is downside risk protection

Benefits | April 10th, 2018

Voluntary Benefits Increasingly Offered to Help Employees With Financial Issues

Education benefits that address rising student loan debts and parents saving for children’s future college cost are financial well-being benefits that are gaining traction.

Investing | April 10th, 2018

Propriety TDFs Continue to Dominate QDIA Market

Despite an ongoing plan sponsor investment unbundling trend, the majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments.

Compliance | April 9th, 2018

Court Finds Company Owners Not Responsible for Multiemployer Plan Withdrawal Liability

The 9th Circuit depended on its own precedent in finding that unpaid contributions to employee benefit funds are not plan assets and, therefore, the company owners are not...

Data and Research | April 9th, 2018

Retiring Without Enough Savings Is a Top Financial Worry

Bruce McClary, vice president of communications at the NFCC, says its survey shows Americans of all generations are increasingly challenged by financial commitments.

Products | April 9th, 2018

Bond Manager Recounts Rise of LDI Solutions Post-PPA

Ryan Labs president Richard Familetti reflects on the increasingly prominent role of investment consultants in helping to shape LDI strategies and other pension plan behaviors.

Data and Research | April 9th, 2018

The Need to Prepare Baby Boomers for Retirement Is Urgent

The Insured Retirement Institute found 42% of Baby Boomers have no retirement savings, and industry sources say longevity and long-term care expenses are often not considered when Baby...

Compliance | April 6th, 2018

Court Rules Method for Calculating Multiemployer Plan Withdrawal Liability Was Improper

A federal district court has ruled a multiemployer pension fund's use of the "Segal Blend" rate when assessing a member's withdrawal liability was, in this instance, improper.

Administration | April 6th, 2018

Roth Accounts: A Different Type of Retirement Savings Diversification

Just as people diversify their investments, the Roth option is viewed as a way to diversify the tax treatment of savings. Here’s what plan sponsors need to know...

Compliance | April 6th, 2018

IRS Seeks Input for Determination Letter Program Exceptions in 2019

When the IRS ended its determination letter program, it said it anticipates making exceptions based on program capacity to work on additional applications, and the need for rulings...

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