Tag: Fiduciary

June 28, 2012 (PLANSPONSOR.com) – To help retirement plan fiduciaries navigate the maze of changing regulatory requirements, MassMutual's Retirement Services...

June 28, 2012 (PLANSPONSOR.com) – An SEI quick poll of 50 corporate defined benefit (DB) plan sponsors found 26% use...

June 26, 2012 (PLANSPONSOR.com) - A white paper sets out a checklist of plan sponsor and fiduciary actions that need...

June 21, 2012 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefit Security Administration (EBSA) is offering a free workshop in...

June 15, 2012 (PLANSPONSOR.com) – At the recent PLANSPONSOR National Conference, an adviser shared fiduciary best practices for 403(b) plans.

June 12, 2012 (PLANSPONSOR.com) – Distinguishing between education and advice is among the most difficult issues when updating the definition...

June 8, 2012 (PLANSPONSOR.com) – ExpertPlan has formed a new product partnership with 3D Asset Management Inc.

June 1, 2012 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefits Security Administration (EBSA) has announced more workshops for retirement...

May 24, 2012 (PLANSPONSOR.com) – Following a lawsuit, the U.S. Department of Labor appointed an independent fiduciary to manage a...

May 24, 2012 (PLANSPONSOR.com) – A Government Accountability Office (GAO) survey and review of retirement plan documents showed some sponsors...

May 17, 2012 (PLANSPONSOR.com) – Some retirement plan sponsors mistakenly believe their fiduciary liability ends when the company doors close.

May 14, 2012 (PLANSPONSOR.com) - The Board Institute, Inc. released The Fiduciary Board Index. 
 

May 9, 2012 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefits Security Administration (EBSA) scheduled two “Getting it Right: Know...

May 2, 2012 (PLANSPONSOR.com) – The Department of Labor (DOL) is hosting a “Getting It Right – Know Your Fiduciary...

April 24, 2012 (PLANSPONSOR.com) - Security Benefit Corporation has formed a partnership with fi360 for fiduciary education.

April 16, 2012 (PLANSPONSOR.com)—Morgan Keegan and Co. Inc. agreed to pay $633,715.46 to 10 pension plans covered by the Employee...

April 16, 2012 (PLANSPONSOR.com) - The 6th U.S. Circuit Court of...

April 12, 2012 (PLANSPONSOR.com) - Lincoln Financial Group's Retirement Plan Services Business announced enhancements to its LifeSpan customized model asset...

March 30, 2012 (PLANSPONSOR.com) – MillenniuM Investment & Retirement Advisors (MIRA) and Rosenbaum Law Firm introduced Fiduciary Freedom Solutions (FFS) for...

March 22, 2012 (PLANSPONSOR.com) – U.S. Department of Labor (DoL) Secretary Hilda L. Solis told lawmakers this week that the...