Latest News

In a Field Assistance Bulletin, the DOL answers questions it has received about the fiduciary selection safe harbor regulation for DC plans.

Professional U.S. investors say protecting capital in down markets is one of the most important considerations when selecting an active manager.

The free event will cover how updates to the IRS correction program make fixing certain retirement plan failures easier.

A paper studies just how financially literate LinkedIn users are, with the so-called Big Three literacy questions as their starting point.

Meanwhile, advisers are more enthusiastic about alternative investments, a survey finds.

In the long-running Tussey v. ABB lawsuit, a court found ABB breached its fiduciary duties, but a procedural error by plaintiffs handed ABB the win.

Daniel Barry will join the Mountain West office.

Only 12% of those not retired expect to ever completely retire.

Indemnification clauses cover costs when being sued—but don’t eliminate fiduciary responsibilities.

The plan’s recordkeeper refused to make distributions after the former plan fiduciary changed each participant’s address to his own.

Legislation in Connecticut will protect transferred pension assets from creditor claims.

Effective July 9, DB plan sponsors may no longer offer a lump-sum window to participants who have begun receiving installments.

BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.

Four Seasons Financial Education has created an employee-paid financial wellness program.

Public pensions and foundations and endowments suffered from low returns.

Why are older Americans’ retirement income shortfalls everyone’s problem?

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans. 

 

 

Firms surveyed indicated they only provided domestic partner benefits because same-gender couples previously couldn’t marry, but there are other reasons to continue offering the benefits.