Compliance | September 9th, 2014 Employer Claims Against Fiduciary Liability Insurer Can Proceed September 9, 2014 (PLANSPONSOR.com) – A retirement plan sponsor’s breach of contract claims against its fiduciary liability insurer have been...
Products | September 2nd, 2014 Firms Unite Fiduciary Consulting Practices September 2, 2014 (PLANSPONSOR.com) – PSA Insurance & Financial Services Inc. has established a strategic partnership with The PFE Group...
Compliance | August 27th, 2014 Government Backs Top Court Review of 401(k) Plan Fee Case August 27, 2014 (PLANSPONSOR.com) – The U.S. Solicitor General has filed a brief asking the United States Supreme Court to...
Opinions | August 22nd, 2014 Company Stock Fund Prudence Following Dudenhoeffer August 22, 2014 (PLANSPONSOR.com) - On June 25, 2014, the Supreme Court of the United States made its first ruling...
Compliance | August 8th, 2014 Company Owner Personally Liable for Missing Contributions August 8, 2014 (PLANSPONSOR.com) – Charles David Snyder, fiduciary to the Cleveland-based Attevo 401(k) retirement plan, has been ordered by...
Opinions | August 7th, 2014 Fiduciary Responsibility for Investments a Serious Matter August 8, 2014 (PLANSPONSOR.com) – 403(b) plan sponsors subject to the Employee Retirement Income Security Act (ERISA) should be concerned...
Products | August 6th, 2014 Quiz Helps Plan Sponsors Understand Fiduciary Role August 6, 2014 (PLANSPONSOR.com) – The Guardian Insurance & Annuity Company, Inc. (GIAC) released a new tool to help financial...
Benefits | July 31st, 2014 A Fiduciary Roadmap for Picking Lifetime Income Options July 31, 2014 (PLANSPONSOR.com) – An analysis published recently in the Benefits Law Journal guides plan sponsors through the process...
Products | July 28th, 2014 Firms Form Alliance for PRT Services July 28, 2014 (PLANSPONSOR.com) – Penbridge Advisors and P-Solve have formed a strategic alliance that will allow sponsors of defined...
Deals and People | July 22nd, 2014 Wagner Law Group Adds ERISA Specialist July 22, 2014 (PLANSPONSOR.com) - Stephen Rosenberg, an Employee Retirement Income Security Act (ERISA) and labor law litigator, has joined...
Benefits | July 8th, 2014 Don’t Let Money in Motion Cause a Breach July 8, 2014 (PLANSPONSOR.com) – Rolling assets out of a plan is a broad area that affects plan advisers, consultants,...
Products | July 8th, 2014 Firms Team Up to Launch Retirement Plan Program July 8, 2014 (PLANSPONSOR.com) – American National Bank of Texas (ANB) has teamed up with several firms to offer a...
Compliance | June 26th, 2014 Presumption of Prudence Decision Not a Total Win for Anyone June 26, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court this week ruled employee stock ownership plan (ESOP) fiduciaries are not...
Compliance | June 25th, 2014 ESOP Fiduciaries Not Entitled to Presumption of Prudence June 25, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court has decided fiduciaries of employee stock ownership plans (ESOPs) are not...
Products | June 23rd, 2014 Small Plans Have More Opportunities for 3(16) Service June 23, 2014 (PLANSPONSOR.com) - Transamerica offers the Retirement Plan Exchange, designed to reduce...
Compliance | June 17th, 2014 Protect Fiduciaries with the Right Insurance June 17, 2014 (PLANSPONSOR.com) – Just one type of fiduciary liability protection is required by the Employee Retirement Income Security...
Compliance | June 6th, 2014 Lumber Company Sued for Mismanagement of Plan Assets June 6, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) has filed a lawsuit to recover 401(k) plan assets mismanaged...
Compliance | June 6th, 2014 PSNC 2014: Your Fiduciary Checklist June 6, 2014 (PLANSPONSOR.com) - At the close of the 2014 PLANSPONSOR National Conference five items rose to the top...
Compliance | June 5th, 2014 Fiduciary Status Not Triggered by Contribution in Company Stock June 5, 2014 (PLANSPONSOR.com) - A federal appellate court ruled Morgan Stanley & Co. and its CEO were not acting...
Products | June 2nd, 2014 Fiduciary Doctors Opens San Antonio Office June 2, 2014 (PLANSPONSOR.com) – Corporations and nonprofits, as well as their advisers, in San Antonio, Texas, now have a...