J.P. Morgan Asks for Clarification on Redefinition of Fiduciary
March 1, 2011 (PLANSPONSOR.com) - J.P. Morgan believes that the proposed regulations to change the definition of fiduciary should be modified...
Tag: Fiduciary
Witness Urges EBSA to Step Carefully with New Fiduciary Rule
March 1, 2011 (PLANSPONSOR.com) – The representative of one trade group told regulators considering a change in the definition of...
EBSA Hears Warning on Pending Rule Changes
March 1, 2011 (PLANSPONSOR.com) – Federal regulators on Tuesday heard a warning from one industry representative that efforts to rework...
ABC Warns against Too Broad Definition of Fiduciary
March 1, 2011 (PLANSPONSOR.com) – The Department of Labor’s (DoL) Employee Benefits Security Administration (EBSA) was warned in a hearing...
Benefits |
GAO Recommends Tweaks to Pending EBSA Plan Regulations
February 28, 2011 (PLANSPONSOR.com) – The Employee Benefits Security Administration (EBSA) should change its proposed rules governing disclosures about providers’...
Benefits |
GAO Recommends Tweaks to Pending EBSA Plan Regulations
February 28, 2011 (PLANSPONSOR.com) – The Employee Benefits Security Administration (EBSA) should change its proposed rules governing disclosures about providers’...
Products |
First-Ever Virtual PANC Conference Offers Insights on Trends
February 28, 2011 (PLANSPONSOR.com) – Earlier this month, PLANADVISER held its first-ever Virtual PLANADVISER National Conference.
SURVEY SAYS: What's Your Favorite PSNC Topic?
February 24, 2011 (PLANSPONSOR.com) - Hopefully you’ve noticed that we’ve posted up the agenda (and registration) for the PLANSPONSOR National Conference.
SIFMA Cautions on Proposed Swap Rule Changes
February 22, 2011 (PLANSPONSOR.com) – A trade group has weighed in with concerns about proposed changes in...
DoL Releases Fiduciary Definition Hearing Agenda
February 18, 2011 (PLANSPONSOR.com) – The U.S. Department of Labor (DoL) has released a meeting agenda for its public hearing...
Benefits |
403(b) Webcast Series: Reducing Fiduciary Risk
February 18, 2011 (PLANSPONSOR.com) – In the first of PLANSPONSOR’s 2011 403(b) Webcast series, sponsored by Fidelity Investments, speakers discussed...
Opinions |
IMHO: Service Charges
February 15, 2011 (PLANSPONSOR.com) - As Valentine’s Day approached, you may have seen a series of increasingly ubiquitous advertisements for...
Groups Offer Fiduciary Change Suggestions
February 11, 2011 (PLANSPONSOR.com) – Two trade groups have applauded the U.S. Department of Labor’s proposed redefinition of a fiduciary,...
Products |
BPAS to Offer 408(b)(2) Data via Fiduciary Benchmarks
February 9, 2011 (PLANSPONSOR.com) – Recordkeeper BPAS has partnered with Fiduciary Benchmarks to provide 408(b)(2) summary disclosure documents and independent...
Congressional Quartet Backs DoL Fiduciary Proposal
February 4, 2011 (PLANSPONSOR.com) – A quartet of key Democratic legislators has weighed in on the proposed...
SIFMA Asks DoL to Reconsider Fiduciary Definition Change
February 3, 2011 (PLANSPONSOR.com) - The Securities Industry and Financial Markets Association (SIFMA) has asked the Department of Labor (DoL)...
ERIC: Fiduciary Redefinition Could Discourage Assistance to Participants
February 3, 2011 (PLANSPONSOR.com) – In its comments to the Department of Labor on proposed regulations to change the definition...
Products |
ING Expands Offering of Fiduciary Service Program
February 3, 2011 (PLANSPONSOR.com) - ING’s U.S. Retirement Services business is expanding its program for researching, selecting and monitoring plan...
SPARK Recommends Safe Harbor for New Definition of Fiduciary
February 2, 2011 (PLANSPONSOR.com) - The SPARK Institute has urged the Employee Benefit Security Administration (EBSA) to take a more measured...
ESOP Association Warns against Making Valuators Fiduciaries
February 1, 2011 (PLANSPONSOR.com) – In comments to the Department of Labor’s Employee Benefits Security Administration regarding the proposed change...