Compliance

The department believes an oversight bureau, created to assess the financial strength of annuity providers, would help employers and advisers become more comfortable including annuities in retirement plans.

A judge disagreed with Ford Motor Company retirement plan participants that Xerox is a fiduciary because it had discretion over the amount of compensation it received from Financial...

To help plan committees fulfill their fiduciary role, advisers have some practical strategies to draw from.

Participants can also refinance a loan and replace it with a new loan.

With life expectancies declining slightly, pension plan obligations are reduced between 0.7% and 1.0%, the Society of Actuaries says.

The contribution limit to defined contribution (DC) plans has been increased by $500.

Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by decisions.

Interpreting and applying a series of detailed recommendations from a magistrate judge, the district court will allow some parts of the litigation against MIT’s retirement plan fiduciaries to...

Wagner Law Group attorney underscores: The fiduciary rule is in effect.

The agency announced a pilot program that will offer mediation in certain Termination Liability Collection and Early Warning Program cases.

The Phillips 66 retirement plan committee has been sued for allowing ConocoPhillips stock funds to be included in the plan's investment lineup.

The Eight Circuit Court of Appeals has backed the decision of a lower court to summarily dismiss a lawsuit filed by participants in an over-funded defined benefit plan...

The definition of the “fiduciary duty” has dominated headlines and discussions for years in the retirement plan industry—and for good reason—but among plan sponsors, the topic remains poorly...

Under the evolving fiduciary landscape, how can an adviser protect the business while offering effective advice to clients?

Retirement plan advisers are in a unique position to help working Americans build wealth and a sense of security and dignity when it comes to thinking about long-term...