BNY Mellon appoints financial institutions head; Ascensus selects head of sales for FuturePlan; Pentegra adds new regional director; and more.
Emergence of the settlement details comes after the filing of a stay motion in December.
The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.
Broadridge Financial Solutions collaborates with AI company; Franklin Templeton releases research hub; Morningstar launches market insights platform; and more.
The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years.
The ruling states there are genuine disputes of material facts as to make summary judgement, whether in favor of the plaintiffs or the defense, inappropriate at this time.
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.
The acquisition is expected to be one of many that HUB will enact in 2021.
The lawsuit said the DST Systems Inc. profit sharing and 401(k) plans were invested too much in Valeant Pharmaceuticals.
A Buckingham Advisors webinar shared details of the second round of Paycheck Protection Program loans and tax credits implemented with the new legislation.
The practice’s leaders say all decisions made for a plan must improve participants’ retirement readiness, which they describe as a top priority.
The Vail Corp. has skied past a fiduciary breach lawsuit, which was dismissed with prejudice in a detailed ruling.
The insurer is charged with engaging in a prohibited transaction under ERISA when the fees were charged during a move to a new provider, as well as with self-dealing.
The plaintiffs’ plea to the Supreme Court questions the precedents set by Fifth Third v. Dudenhoeffer—a 2014 high court ruling that significantly raised the pleading standards for ERISA stock-drop lawsuits.
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating promotional videos.
Mercer Advisors acquires Atlanta wealth management firm; Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and more.
The lingering question is what speed the recovery will take.