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QBI Announces Fiduciary Service for Sponsors
QBI has introduced a new service providing 3(16) fiduciary support to retirement plan sponsors.
Tag: Fiduciary
Solicitor General Argues for Reversal of Tibble Decision
The U.S. Solicitor General filed a second brief with the United States Supreme Court supporting the plaintiffs in a closely...
DOL Planning RFI on 408(b)(2) Disclosure Effectiveness
The Department of Labor wants to request new industry input and create focus groups about the effectiveness of retirement plan...
Plenty of Regulatory Action Ahead for Retirement Industry
Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential...
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PSCA Re-Launches Fiduciary Training Program
The Plan Sponsor Council of America (PSCA) re-launched its online ERISA Fiduciary Training Program.
EBSA Issues Temporary Exemption for Credit Suisse
Credit Suisse AG has received temporary approval to continue acting as a qualified professional asset manager (QPAM), after pleading guilty...
Court Opens Door for Disclosure of Investment Guidelines
An appeals court has opened the door for the requirement that an ERISA plan’s investment guidelines be disclosed to participants...
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Nationwide Adds Managed Account Monitoring to Fiduciary Services
Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC.
Court Revisits Ruling in Light of Dudenhoeffer Decision
The 9th U.S. Circuit Court of Appeals has revisited its ruling in a retirement plan stock drop suit in light...
MassMutual Agrees to Settle Revenue Sharing Lawsuit
Massachusetts Mutual Life Insurance Company (MassMutual) has agreed to settle a lawsuit brought by a 401(k) plan sponsor alleging the...
GE Sued for Moving to DC Model for Retiree Health Care
One current and one former General Electric employee have sued the company for moving to a defined contribution (DC) model...
Plan Fiduciaries Liable for Mispriced ESOP Stock Purchase
The owner of Bruister and Associates and trustees of its employee stock ownership plans (ESOPs) were found responsible for causing...
Senior Senators Urge Government Action on Pension De-Risking
October 24, 2014 (PLANSPONSOR.com) – Two senior U.S. senators are petitioning the government agencies that oversee qualified retirement plans to...
Court Dismisses Stock Drop Case Against UBS
October 17, 2014 (PLANSPONSOR.com) – A federal district court judge has found a participant in the UBS Savings and Investment...
How a Plaintiff's Attorney Views the Supreme Court Fee Case
October 17, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court announced early this month that it would review parts of an...
It’s All About (Fiduciary) Processes
October 15, 2014 (PLANSPONSOR.com) – Michael Woomer is among the chorus of retirement plan professionals telling plan sponsors that managing...
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Kidder Benefits Consultants Offers 3(16) Fiduciary Services
October 13, 2014 (PLANSPONSOR.com) – Kidder Benefits Consultants will provide ERISA Section 3(16) plan-level, discretionary fiduciary services to its clients, beginning...
Court Moves Forward Citigroup 401(k) Excessive Fee Suit
October 9, 2014 (PLANSPONSOR.com) – Participants in the Citigroup 401(k) plan can move forward with their claims plan fiduciaries violated...
Experts See Big Stakes in SCOTUS Review of Tibble
October 6, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...
Supreme Court Will Hear Tibble v. Edison Case
October 2, 2014 (PLANSPONSOR.com) – The law firm of Schlichter, Bogard & Denton says the U.S. Supreme Court has agreed...