Court Finds John Hancock Not a Fiduciary in Fee Case
October 2, 2014 (PLANSPONSOR.com) - John Hancock has ultimately been found not to be a fiduciary in a case alleging...
Tag: Fiduciary
Pentegra Retirement Services Adds Regional Director
September 24, 2014 (PLANSPONSOR.com) – Kris Krikorian joined Pentegra Retirement Services as a regional director for qualified plan sales.
Benefits |
Using Trends to Improve Your Plan
September 17, 2014 (PLANSPONSOR.com) - Plan sponsors can use data about industry trends to make improvements to their retirement plans.
Signature Authority May Trigger ERISA Fiduciary Status
September 11, 2014 (PLANSPONSOR.com) – A company CEO’s signature authority for payments from the company’s bank account may make him...
Employer Claims Against Fiduciary Liability Insurer Can Proceed
September 9, 2014 (PLANSPONSOR.com) – A retirement plan sponsor’s breach of contract claims against its fiduciary liability insurer have been...
Products |
Firms Unite Fiduciary Consulting Practices
September 2, 2014 (PLANSPONSOR.com) – PSA Insurance & Financial Services Inc. has established a strategic partnership with The PFE Group...
Government Backs Top Court Review of 401(k) Plan Fee Case
August 27, 2014 (PLANSPONSOR.com) – The U.S. Solicitor General has filed a brief asking the United States Supreme Court to...
Opinions |
Company Stock Fund Prudence Following Dudenhoeffer
August 22, 2014 (PLANSPONSOR.com) - On June 25, 2014, the Supreme Court of the United States made its first ruling...
Company Owner Personally Liable for Missing Contributions
August 8, 2014 (PLANSPONSOR.com) – Charles David Snyder, fiduciary to the Cleveland-based Attevo 401(k) retirement plan, has been ordered by...
Opinions |
Fiduciary Responsibility for Investments a Serious Matter
August 8, 2014 (PLANSPONSOR.com) – 403(b) plan sponsors subject to the Employee Retirement Income Security Act (ERISA) should be concerned...
Products |
Quiz Helps Plan Sponsors Understand Fiduciary Role
August 6, 2014 (PLANSPONSOR.com) – The Guardian Insurance & Annuity Company, Inc. (GIAC) released a new tool to help financial...
Benefits |
A Fiduciary Roadmap for Picking Lifetime Income Options
July 31, 2014 (PLANSPONSOR.com) – An analysis published recently in the Benefits Law Journal guides plan sponsors through the process...
Products |
Firms Form Alliance for PRT Services
July 28, 2014 (PLANSPONSOR.com) – Penbridge Advisors and P-Solve have formed a strategic alliance that will allow sponsors of defined...
Wagner Law Group Adds ERISA Specialist
July 22, 2014 (PLANSPONSOR.com) - Stephen Rosenberg, an Employee Retirement Income Security Act (ERISA) and labor law litigator, has joined...
Benefits |
Don’t Let Money in Motion Cause a Breach
July 8, 2014 (PLANSPONSOR.com) – Rolling assets out of a plan is a broad area that affects plan advisers, consultants,...
Products |
Firms Team Up to Launch Retirement Plan Program
July 8, 2014 (PLANSPONSOR.com) – American National Bank of Texas (ANB) has teamed up with several firms to offer a...
Presumption of Prudence Decision Not a Total Win for Anyone
June 26, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court this week ruled employee stock ownership plan (ESOP) fiduciaries are not...
ESOP Fiduciaries Not Entitled to Presumption of Prudence
June 25, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court has decided fiduciaries of employee stock ownership plans (ESOPs) are not...
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Small Plans Have More Opportunities for 3(16) Service
June 23, 2014 (PLANSPONSOR.com) - Transamerica offers the Retirement Plan Exchange, designed to reduce...
Protect Fiduciaries with the Right Insurance
June 17, 2014 (PLANSPONSOR.com) – Just one type of fiduciary liability protection is required by the Employee Retirement Income Security...