Feature PLANADVISER March/April 2018

Battling the Elements

The role of the adviser in mitigating litigation

Reported by

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Compliance

April 23rd, 2025

Industry experts responded to the recent Supreme Court ruling, which lowered the bar for plaintiffs alleging prohibited transactions, with concern...

Compliance

March 17th, 2025

The defendants claim the company breached its ERISA fiduciary duty by putting business interests ahead of the plan and its...

Compliance

February 6th, 2025

The brief is in support of Southern Co. Services, which is accused of using outdated assumptions when calculating retirees’ joint...

Trendspotting PLANADVISER March/April 2018

TDFs That Tactically Allocate Assets

… but limit the amount that can be adjusted

Reported by

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Compliance

March 6th, 2025

Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...

The Markets

February 13th, 2025

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.

Compliance

January 17th, 2025

The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences associated with...