Promising Investment Opportunities Exist
Small-cap stocks and distressed debt are among places investment managers said investors should turn in the post-COVID-19 environment.
Latest News
Mapping Spending, Salary and Savings Yields Surprising Results
Data ties spending habits, more so than income, with propensity to save.
Products |
Investment Product and Service Launches
Northern Trust and BlackRock partner on investor services; Allianz Investment Management launches new ETFs; and Hand adds tickers to CITs.
The Next Evolution in 403(b) Plans: Investments
While 403(b) plans have made great strides, lifting restrictions on the types of investments the plans can offer and considering more diverse investment types could further improve participant...
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Club Vita Longevity Analytics Integrated With DB Plan Valuation Software
The partnership enables WinTech’s users to seamlessly use Club Vita’s personalized suite of survival tables.
IRS Allows for Remote Retirement Plan Participant Elections
The temporary relief is for retirement plan participant elections required to be witnessed by a plan representative or a notary public, including a spousal consent.
5th Circuit Affirms Lower Court’s Rejection of Phillips 66 ERISA Challenge
Like the district court ruling in the case, the appeals court says the plaintiffs have failed to adequately state an actionable claim against the downstream oil and gas...
DOL Sanctions Use of Private Equity in Asset Allocation Funds in DC Plans
An Information Letter addresses concerns with offering private equity in DC plans with five paragraphs detailing considerations for plan fiduciaries in evaluating and monitoring the investments.
COVID-19 Has Made the Retirement System Weaker
A working paper discusses how the pandemic has affected retirement plans and what needs to be done for the retirement system to emerge stronger.
Can the DOL Effectively Police Pension Fiduciary Breaches Alone?
One attorney suggests the Supreme Court’s opinion in Thole v. U.S. Bank ‘pushes the ability of participants in a defined benefit pension to file suit practically to extinction,’...
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BCG Unveils Customized Buyout Price Monitoring Service
The firm is also introducing a new corporate brand and website.
Parties in Emory University 403(b) Plan Lawsuit File Settlement Agreement
In addition to paying $16.75 million, the settlement agreement calls for a review of investments and a recordkeeping request for proposals.
Has the Supreme Court ‘Gutted’ ERISA Protections for Pensioners?
Plaintiffs’ attorneys, bemoaning the new Supreme Court ruling in Thole v. U.S. Bank, say participants in defined benefit plans are essentially left with no way to challenge or...
IRS Provides Additional Deadline Relief to Plan Sponsors
Deadlines have been moved for single-employer and multiemployer DB plans and 403(b) plans, among others.
Supreme Court Decision in Thole v. U.S. Bank Has Major Implications for Pensions
The ruling effectively establishes that individual pension plan participants cannot sue their employer for a fiduciary breach if their own benefit has not been cut or otherwise altered.
Pandemic Shines a New Light on Climate Change and ESG Investing
The COVID-19 crisis is showing plan sponsors how corporate behaviors affect the environment and that encouraging positive ones with investment dollars can benefit participants as well.
Retirement Industry People Moves
TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.
Plan Sponsor, Provider Sued for Adding Untested CITs to 401(k)
The 92-page complaint includes a number of other allegations, including that the plan sponsor was motivated by its relationship with the provider for its defined benefit plans.
Court Finds Plan Sponsor Could Be Found Liable for Retirement Plan Cyberfraud
The plan sponsor had sued plan providers, but the providers in a counterclaim said the plan sponsor was equally liable.
Benefits |
Alternatives to Cutting HSA Contributions
Considerations for plan sponsors that need to cut costs but would rather avoid taking away benefits.