trendspotting PLANADVISER September/October 2016

Big-Name Universities Targeted in Bout of ERISA Suits

Law firm Schlichter, Bogard & Denton takes on MIT, NYU and Yale

Reported by

John Manganaro

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Compliance

June 18th, 2025

J.P. Morgan 401(k) Funds Forfeiture Case Dismissed

A federal judge dismissed the case with prejudice, meaning a new case could not be filed in the district.

Compliance

June 17th, 2025

UnitedHealth $69M Settlement Finalized

The complaint was originally filed in 2021 and spent three years in litigation before the settlement was reached at the...

Compliance

June 17th, 2025

Participants Allege Fiduciary Breach at National Rural Electric Cooperative

Retirement plan participants' complaint alleges years of financial mismanagement and self-dealing in the administration of NRECA’s 401(k) Pension Plan.

feature PLANADVISER September/October 2016

Reality Check

Helping older participants prepare for drawing down income in retirement

Reported by

Judy Ward

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Products & Services

April 22nd, 2025

Comparing Insured and Non-Insured Payout Options

A recent issue brief from the American Academy of Actuaries examines the insured and non-insured options currently available that can...

Data & Research

April 10th, 2025

Milken Institute Supports Steps to Increase Adoption of In-Plan Lifetime Income Solutions

The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, refining safe...

Client Service

January 27th, 2025

Holistic Planning is Key to Navigating Retirement Income Challenges

An Ameriprise Financial executive discusses how to navigate the shift from saving for retirement to managing distributions.