Latest News
DOL Fiduciary Rule ‘Transition Period’ Will Pose Challenges
While the Department of Labor has signaled it could do another delay of the fiduciary rule prior to June 9, the more likely course is that it will...
Adviser Dismissed From BB&T Self-Dealing Litigation
While the advisory firm has now been dismissed from the pool of defendants, the wider case itself will still apparently move forward.
Analysis Explores What Works Well for Public Pension Reporting
Nearly Three in 10 Parents Jeopardize Retirement for Student Loan Debt
DOL Investigation Results in Plan Restorations
Department of Labor investigators secured a judgement restoring more than $40,000 to plan participants working for a Michigan tire manufacturer.
Neuberger Berman Offers Framework for SRI Investing
Retirement Industry and Congress Talk Retirement Tax Reform
President Trump has pledged to introduce his tax reform proposals on or around April 26, adding to speculation about how tax-deferred retirement assets may be treated.
Moving From a Wellness Program to a Well-Being Program
Emerging Market Growth Can Benefit U.S. Plans
Corporate pensions, public pensions, defined contribution plans and union plans all voice increasing interest in emerging market investments.
Retirement Industry People Moves
Not-for-Profit Plan Sponsors Show Plan Management Improvement
Judge Moves Forward J.P. Morgan Stable Value Fund Litigation
The plaintiffs seek to represent participants in more than 300 retirement plans which were invested in 78 stable value funds, according to the court’s order.
TDF Growth Means Monumental Change in Offerings
Board Proposes New Standards for ERISA Plan Audits
ESG Strategies in Most Institutional Investor Portfolios
Court Rules For CVS In Stable Value ERISA Challenge
Summarizing its decision, the court observes, “It is well established that the test of prudence ... is one of conduct, and not a test of the result of...