Tag: Fiduciary

Products | December 8th, 2011

Firm Offers Investment Management Solution for Smaller Employers

December 8, 2011 (PLANSPONSOR.com) – Retirement Desk, a firm specializing in small and mid-sized retirement plans, is offering an investment...

Compliance | December 6th, 2011

House Republicans Suggest Considerations for Fiduciary Definition

December 6, 2011 (PLANSPONSOR.com) – Fifty-five House Republicans sent a letter to Secretary of Labor Hilda Solis, offering suggestions regarding...

Compliance | November 28th, 2011

Plan Administrator not Liable for Fiduciary’s Diversion of Assets

November 28, 2011 (PLANSPONSOR.com) – The U.S. District Court for the Eastern District of Pennsylvania ruled a profit sharing plan...

Products | November 21st, 2011

Revised Edition of Trustee Handbook Released

November 21, 2011 (PLANSPONSOR.com) – A revised edition of The Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans, Seventh...

Products | November 15th, 2011

Security Benefit Partners with Mesirow on Fiduciary Services

November 15, 2011 (PLANSPONSOR.com) - Security Benefit Corporation, a Guggenheim Partners Company, has chosen Mesirow Financial, a diversified financial services...

Products | November 15th, 2011

Lincoln Offers Small-Market 401(k) Plan with Fiduciary Solution

November 15, 2011 (PLANSPONSOR.com) - Lincoln Trust Company has announced the launch of the Advantage Plan, a pre-packaged, low-cost 401(k)...

Compliance | November 8th, 2011

Louisiana Pension Fund Sues JPMorgan for Breach of Fiduciary Duty

November 8, 2011 (PLANSPONSOR.com) – JPMorgan Chase & Co was sued by Louisiana’s police pension fund, which claims the bank’s...

Opinions | October 31st, 2011

IMHO: Thanks Giving

October 31, 2011 (PLANSPONSOR.com) - A few weeks back we announced that, after a dozen years here at PLANSPONSOR, effective November...

Compliance | October 26th, 2011

Court Approves Settlement of Wachovia Stock Drop Suit

October 26, 2011 (PLANSPONSOR.com) – The U. S. District Court for the Western District of North Carolina has approved a...

Opinions | October 25th, 2011

IMHO: Lessened, Learned?

October 26, 2011 (PLANSPONSOR.com) - When I’m talking to plan sponsors (and advisers) about the challenges of being an...

Products | October 24th, 2011

Transamerica Announces Availability of ERISA Section 3(21) Fiduciary Service

October 24, 2011 (PLANSPONSOR.com) - Transamerica Retirement Services has introduced the...

Benefits | October 17th, 2011

Colorado PERA Pushes Back on Member Disclosure

October 17, 2011 (PLANSPONSOR.com) – The Colorado Public Employees’ Retirement Association (PERA) has filed its own claim...

Opinions | October 12th, 2011

IMHO: The IKEA “Experience”

October 12, 2011 (PLANSPONSOR.com) - We spent some time this past weekend getting my eldest daughter squared away in...

Products | October 5th, 2011

MIRA and SFS Announce Partnership Agreement

October 5, 2011 (PLANSPONSOR.com) - Millennium Investment and Retirement Advisors (MIRA) and Southeastern Fiduciary Services (SFS) have formed a partnership.

Opinions | October 5th, 2011

IMHO: “Nigh” Five

October 5, 2011 (PLANSPONSOR.com) - A few weeks back, I offered some notions about what the next five years...

Compliance | September 28th, 2011

Bill Introduced to Ensure Pension Plans Can Use Swaps

September 28, 2011 (PLANSPONSOR.com) – Representative Francisco Canseco (R-Texas) introduced a bill to ensure pension plans can use swaps to...

Opinions | September 28th, 2011

IMHO: “Better” Business

September 28, 2011 (PLANSPONSOR.com) - There was another judicial decision in another revenue-sharing case earlier this month...

Products | September 27th, 2011

The Principal Creates Guide for Good Plan Governance

September 27, 2011 (PLANSPONSOR.com) – A guide from the Principal Financial Group provides an in-depth look at how advisers can...

Administration | September 26th, 2011

Goldman Sachs Wins Dismissal of Shareholder Lawsuits

September 26, 2011 (PLANSPONSOR.com) – Goldman Sachs won dismissal of lawsuits brought by shareholders who claimed executive bonuses were “a...

Compliance | September 26th, 2011

Another Plan Sponsor Win on Revenue-Sharing

September 26, 2011 (PLANSPONSOR.com) – Another plan sponsor has prevailed in a revenue-sharing case – and at...