Adviser Shares Checklist for 403(b) Fiduciary Best Practices
June 15, 2012 (PLANSPONSOR.com) – At the recent PLANSPONSOR National Conference, an adviser shared fiduciary best practices for 403(b) plans.
Tag: Fiduciary
PSNC 2012: The New Fiduciary
June 12, 2012 (PLANSPONSOR.com) – Distinguishing between education and advice is among the most difficult issues when updating the definition...
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Firms Partner to Offer Small Business Retirement Plan
June 8, 2012 (PLANSPONSOR.com) – ExpertPlan has formed a new product partnership with 3D Asset Management Inc.
EBSA Announces More Fiduciary Workshops
June 1, 2012 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefits Security Administration (EBSA) has announced more workshops for retirement...
DOL Frees Assets for 401(k) Plan
May 24, 2012 (PLANSPONSOR.com) – Following a lawsuit, the U.S. Department of Labor appointed an independent fiduciary to manage a...
Benefits |
Increased Education May Help Reduce Retirement Plan Fees
May 24, 2012 (PLANSPONSOR.com) – A Government Accountability Office (GAO) survey and review of retirement plan documents showed some sponsors...
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Fiduciary Liability Continues After Company Closing
May 17, 2012 (PLANSPONSOR.com) – Some retirement plan sponsors mistakenly believe their fiduciary liability ends when the company doors close.
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Fiduciary Evaluation Tool Launched
May 14, 2012 (PLANSPONSOR.com) - The Board Institute, Inc. released The Fiduciary Board Index.
EBSA Hosts Fiduciary Seminars in Boston and NYC
May 9, 2012 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefits Security Administration (EBSA) scheduled two “Getting it Right: Know...
DOL Hosts Fiduciary Responsibilities Seminar in Dallas
May 2, 2012 (PLANSPONSOR.com) – The Department of Labor (DOL) is hosting a “Getting It Right – Know Your Fiduciary...
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Security Benefit Partners With fi360
April 24, 2012 (PLANSPONSOR.com) - Security Benefit Corporation has formed a partnership with fi360 for fiduciary education.
Morgan Keegan Ordered to Pay 10 Pension Plans
April 16, 2012 (PLANSPONSOR.com)—Morgan Keegan and Co. Inc. agreed to pay $633,715.46 to 10 pension plans covered by the Employee...
Appeals Court Affirms U.S. Steel Did Not Violate ERISA
April 16, 2012 (PLANSPONSOR.com) - The 6th U.S. Circuit Court of...
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Lincoln Adds Fiduciary Services to LifeSpan Program
April 12, 2012 (PLANSPONSOR.com) - Lincoln Financial Group's Retirement Plan Services Business announced enhancements to its LifeSpan customized model asset...
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Firms Launch Fiduciary Outsourcing Solution
March 30, 2012 (PLANSPONSOR.com) – MillenniuM Investment & Retirement Advisors (MIRA) and Rosenbaum Law Firm introduced Fiduciary Freedom Solutions (FFS) for...
Solis Says DoL Not Rushing on Fiduciary Definition Proposal
March 22, 2012 (PLANSPONSOR.com) – U.S. Department of Labor (DoL) Secretary Hilda L. Solis told lawmakers this week that the...
Benefits |
Professional Service Firms Concerned about Plan Compliance
March 20, 2012 (PLANSPONSOR.com) – Eight-four percent of professional service firms...
DoL Announces Fiduciary Responsibilities Webcasts
March 20, 2012 (PLANSPONSOR.com) - The U.S. Department of Labor's Employee Benefits Security Administration announced two upcoming “Getting It Right...
DoL Announces Fiduciary Responsibilities Webcasts
March 20, 2012 (PLANSPONSOR.com) - The U.S. Department of Labor's Employee Benefits Security Administration announced two upcoming “Getting It Right...
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BB&T's RIA Offers ERISA 3(38) Fiduciary Services
March 20, 2012 (PLANSPONSOR.com) - Stanley, Hunt, DuPree & Rhine Investment Advisers Inc. (SHDR-IA) is now offering retirement plan sponsors...