PSNC 2018: Managing Investment Committees
Plan sponsors are responsible for recruiting those who will be dedicated to continuous learning on ERISA, fiduciary duties, and more.
LATEST NEWS
Custodians Need Help Cleaning Out Abandoned Plans
Metropolitan Life Insurance Company and Brighthouse Life Insurance Company have agreed to work with the DOL to determine whether more than 2,000 retirement plans in their custody are abandoned.
Showing Clients How to Help Participants Maximize Savings
Sources at the 2018 PLANSPONSOR National Conference discussed financial wellness, choosing between Roth and pre-tax savings and saving for long-term health care expenses.
Non-ERISA 403(b)s Should Pay Attention to SEC Proposed Conflict of Interest Rule
Participants in non-ERISA 403(b) plans could be considered "retail customers" under a section of the SEC's proposal, a law alert warns.
INSIDE THE MAGAZINE PLANADVISER May/June 2018
MORE NEWS
Advisers Fret Lack of Support and Limited Autonomy
A new survey of advisers published by Schwab Independent Branch Services suggests client-facing staffers are “brimming with entrepreneurial drive,” and as a result they are increasingly drawn to independence.
Creative Funding Strategies DB Clients Should Consider
Borrowing to fund and making in-kind contributions were just a couple of the strategies Robin M. Solomon, a partner at Ivins, Phillips & Barker, shared with attendees of the 2018 PLANSPONSOR National Conference.
Lessons from Litigation: Process Matters Most
When it comes to fiduciary liability insurance, having the broadest possible statement of coverage is generally best; this is because it is a functional test for determining whether any given plan official or company officer is a fiduciary.
Retirement Industry People Moves
Voya Adds Account Executive for Large Corporate Market Business; Stadion Appoints Vice President of Business Development; OneAmerica Hires Client Relationship Executives; and more.
PSNC 2018: Reviewing Significant Industry Trends
Two experts discuss the most noteworthy issues in today’s retirement planning space.
Joint Committee Hears Testimony on Solvency of Multiemployer Pension Plans
Senator Sherrod Brown calls it imperative "to find a bipartisan solution to the crisis threatening 1.3 million Americans."
Selecting the Optimal QDIA
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
24 Financial Service Companies Form Alliance for Lifetime Income
The objective is to educate Americans about the importance of protected lifetime income solutions.
More Than Half of Workers Worry About Their Financial Future
To help allay their fears, MetLife has issued the first of four white papers on financial wellness.
More Sponsors Search Out Fiduciary Services and Support
When thinking about fiduciary support services and outsourcing, really the important considerations should be about process and time management, more than fiduciary risk transfer.
Wells Fargo’s Joe Ready Surveys Shifting Retirement Landscape
There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program, but also a through-retirement program.