Compliance | May 6th, 2015 Industry Hopes for Expanded Multiple Employer Plan Access A new report from Prudential analyzes the U.S. retirement savings gap and recommends legislative action to expand use of multiple...
Administration | May 5th, 2015 Investment Committee Solutions for Small Plans Plan sponsors with no committees must still perform committee functions.
Ask the Experts | May 5th, 2015 (b)lines Ask the Experts – Will the DOL Proposal Make Me a Fiduciary? Part II “I read with great interest your recent Ask the Experts column about a benefits manager who worked with consultants to...
Products | April 28th, 2015 PlanQuest Solution Supports Fiduciaries, Sponsors and Participants The PlanQuest product released by MFP Strategies addresses the challenges and goals of fiduciaries, sponsors and participants.
Data and Research | April 27th, 2015 Many Sponsors Unaware of Fiduciary Responsibilities These sponsors tend to be less involved with their retirement plans.
Compliance | April 24th, 2015 75 Days Inadequate for Fiduciary Review, Groups Say Sixteen industry groups are asking the Department of Labor (DOL) to extend the comment period on the fiduciary proposal.
Compliance | April 23rd, 2015 Demographics Prompting Focus on Retirement Income Changing workforce demographics are driving retirement plan policy and law.
Compliance | April 22nd, 2015 Fiduciary Changes Still Hard to Grasp The DOL’s proposed fiduciary rule is deeply complex and potentially very wide-reaching, one experienced ERISA attorney tells PLANSPONSOR, suggesting absolute...
Ask the Experts | April 21st, 2015 (b)lines Ask the Experts – Will the DOL’s New Proposal Make Me a Fiduciary? “As an employee benefits manager for a large nonprofit hospital, I work with our plan consultants to put together investment...
Products | April 17th, 2015 New Partnership to Offer Qualified Plans The partnership of an investment advisory firm and a human capital management company will provide fiduciary services to plans of all...
Compliance | April 17th, 2015 Too Soon to Assume the Worst About Fiduciary Rule Plan sponsors and advisers should keep in mind the fiduciary rule language issued by the DOL is just a proposal.
Compliance | April 16th, 2015 Changes Plan Sponsors Would See With New Fiduciary Rule Reading media reports about how the DOL’s new fiduciary investment advice proposal will affect adviser practices, plan sponsors may be...
Compliance | April 15th, 2015 Fiduciary Wording Invokes Storm of Comments The DOL’s release of the reworded fiduciary proposal was a critical event for the retirement industry—so there was no shortage...
Compliance | April 15th, 2015 DOL Says Protection and Flexibility the Themes of New Fiduciary Proposal Recognizing that the fiduciary standard applies to a myriad of highly specific circumstances, the DOL tried with its new proposal...
Compliance | April 14th, 2015 Fiduciary Rule Review Too Short, FSI Says The Department of Labor has shared long-awaited rule language that will fundamentally impact the way plan sponsors work with plan...
Compliance | April 14th, 2015 Broad Strokes of New Fiduciary Rule Outlined by DOL New rule language outlined by the Department of Labor will increase the number of advisers and brokers required to act...
Compliance | April 14th, 2015 DOL Says Today Is the Day for Fiduciary Rule Language After years of waiting, the retirement plan industry will later today see a revised “consumer protection proposal” from the Department...
Compliance | April 13th, 2015 Calmer Perspectives on Tibble Fee Case Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs....
Deals and People | April 10th, 2015 Initiative Seeks to Help Participants Investigate Retirement Plans A former SEC attorney says retirement plan participant lawsuits don’t benefit anyone, and he has launched a new initiative designed...
Compliance | April 9th, 2015 Real Estate Services Firm Settles Stock Drop Case LandAmerica Financial Group will pay $5 million to settle claims it held company stock in its 401(k) plan when it...