Tag: Fiduciary

These investment vehicles may pose pricing and regulatory advantages that could seem attractive to plan sponsors.

For one thing, the participant contends the ESOP portion of the plan should have been invested in the sponsoring company’s...

Independent investment and advisory firm Arnerich Massena released the second in a series of white papers covering retirement plan best...

The firm is being challenged in a New Jersey district court for alleged imprudence in the management of its employee...

The 8th Circuit said the district court put too much weight on its statements about calculating damages.

While a couple of Insperity defendants’ motions to dismiss were granted, most were denied.

Plaintiffs had alleged their employer falsely claimed church plan status for its retirement program. 

Based on the facts alleged in an amended complaint, the court “concludes that TIAA is not a fiduciary of the...

The text of the suit offers a detailed look at the investment menu offered to JP Morgan employees, as well...

Targeted at small employers, this turnkey solution aims to combine Morgan Stanley’s investment and fiduciary services with the administrative and...

Plaintiffs argue that, instead of acting for the exclusive benefit of the plan and its participants and beneficiaries, “defendants acted...

The move from DOL this week was not an extension of the applicability date of the fiduciary rule, just a...

If made final, rulemaking proposed today would effectuate a two-month delay in the applicability date of the DOL fiduciary rule. 

While a new OMB determination seemingly makes it more burdensome for the Trump administration to unravel the DOL fiduciary rulemaking,...

A magistrate judge ultimately found plaintiffs in the case have met their pleading obligations.

The webcast series will help employers and service providers understand how the fiduciary responsibility provisions of ERISA apply to employer-sponsored...

Though courts are supporting the DOL, actions from the Trump administration may mean those victories do not matter.

The president actually began the first solo press conference of his term by naming Alexander Acosta as his new nominee...

The seminar will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.

With his Senate confirmation hearing set to kick off tomorrow, DOL Secretary nominee Andrew Puzder has withdrawn himself from consideration.