EXCLUSIVES

Best Candidates for Annuities

Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best.

The Future of the 60/40 Portfolio

Investment experts say it’s not the percentages of a 60/40 portfolio that need to change for it to be effective in the future—it’s the components.

Advisers Giving Back: Winfred Boyce Jr.

Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airmen’s Atlanta Chapter runs deep and reflects his commitment to giving back.

Supreme Court Ruling Addresses ERISA Preemption

A recent decision filed by the U.S. Supreme Court has significant implications in the area of ERISA preemption of state laws and regulations, though the direct impact on retirement plans could be muted.

Is the Tide of ERISA Litigation Turning?

One ERISA attorney who tends to represent plaintiffs says the future might hold fewer cases, thanks to certain key Supreme Court rulings and broad improvements in plan design and governance.

Union Pension Funding Advocate Urges Immediate Action

Beyond the ethical imperative to address the crisis facing many multiemployer pensions, today’s ultra-low interest rate environment presents an opportunity too good to pass up, one union pension backer says.

Has the DOL Found an ESG Middle Ground?

George Michael Gerstein, an ERISA attorney with Stradley Ronon, dissects the DOL’s final rule regarding ESG investing in retirement plans, calling it a compromise that might be here to stay.