Tag: Fiduciary
Barry’s Pickings Online: A Chief Fee Officer?
Consultant Off the Hook for Providing Wrong Benefit Estimate
Penbridge Offers Guide to Selecting Annuity Buyout Provider
Index Fund Designation Questioned in Latest Self-Dealing Lawsuit
The fund had an annual costs of 35 bps per year in the plans being targeted by the latest self-dealing...
Target Hit With a Second Stock-Drop Challenge
Plaintiffs say the “artificial inflation of the company stock price” made Target shares a bad investment for the ESOP.
Appellate Court Revives Berkshire Hathaway ERISA Suit
Berkshire Hathaway’s decision to freeze a subsidiary’s pension plan will get another look in district court.
Fidelity’s Use of Float Income Not Improper
DOL Fiduciary Responsibilities Seminars Coming Up
Allstate Faces ERISA Interference of Benefits Claims
Court Dismisses Edison Stock Drop Lawsuit
Disney Sued Over Investment in Sequoia Fund
Excessive Fee Suit Calls Out Custom TDFs
Aegon and Transamerica Settle ERISA Self-Dealing Suit
Plaintiffs alleged their retirement plan sponsor engaged in self-dealing by favoring its own products in the plan and otherwise failing...
Court Finds Former Participant Is a Plan Fiduciary
PSNC 2016: DOL and IRS Audits
The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for...
PSNC 2016: Fiduciary Rule Fundamentals
The final fiduciary rule is out, so what do you need to know? And, just as important, what can you...
SSGA Seeking Sponsors for Mandatory Retirement Plan Bill
Third Time’s a Charm in Lehman Brothers Stock Drop Suit
Constitutionality Question Raised in Church Plan Challenge
Participants in a “church plan” say their employer improperly claimed the protected status, violating both ERISA and potentially the U.S....