trendspotting PLANDADVISER November/December 2014

Trendspotting

Articles from the Trendspotting section of the magazine

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Data & Research

June 4th, 2025

The U.S. leads the world in private wealth growth and millionaires, according to Henley & Partners, while a growing share...

Data & Research

March 20th, 2025

A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

Products

January 14th, 2025

Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.

fiduciary fitness PLANDADVISER November/December 2014

When ERISA Applies to HSAs

ERISA pertains only when an employer is 'involved'

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Compliance

June 10th, 2025

In Massachusetts, while a federal judge granted partial summary judgment in favor of Liberty Mutual, an alleged breach of the...

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The brief is in support of Southern Co. Services, which is accused of using outdated assumptions when calculating retirees’ joint...