SCOTUS Passes on ERISA Plan Lawsuit Venue Case |
The Supreme Court has denied a petition to review a case about restriction-of-venue clauses in retirement plan documents related to ERISA challenges—based not on the weakness of appellees’ arguments but on a lack of conflict among the circuit courts.
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Advising on the Downside Isn’t Easy |
Even with the stellar rise of the QDIA and automated investing, it is important to educate participants about the basics of a well-diversified portfolio, to protect them in various market environments.
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Reasons Behind DB Plan Cost-Cutting Trends |
What is driving DB plan sponsors to freeze their plans or change accounting methods, and is there anything that can be done about ballooning costs for these plans?
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Retirement Industry People Moves |
Mainstay expands institutional sales team; an acquisition for The Retirement Advantage; GW&K Investment Management adds relationship management VP.
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