April 11th, 2016

Latest Analysis of DOL Fiduciary Rule PLANADVISER has already heard from a wide swath of industry experts and analysts on the Department of Labor’s new fiduciary rule. Find our ongoing coverage here. Read more > FINRA Releases Q&A About IRA Distributions A new Investor Alert publication from FINRA answers common questions about how to calculate RMDs, the reporting obligations of brokerage firms and what to do in the event of a mistake, among other issues. Read more > Some Claims Settled in RadioShack Stock Drop Case The trustees named in a stock drop case have decided to settle, but the RadioShack plan sponsors aren’t conceding. Read more > Pension Clients Saw Funding Status Dip in Q1 Pension funding ratios decreased in the first quarter of 2016 from 83.1% to 78.8%, according to Legal & General Investment Management America Inc.’s Pension Fiscal Fitness Monitor. Other firms that track pension data shared similar findings for the quarter.  Read more > MOST READ ARTICLES

Retirement Industry People Moves NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales rep; GW&K adds taxable bond portfolio manager; Northern Trust Asset Management boosts OCIO team. Read more > 2016 Retirement Plan Advisers of the Year The 2016 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement. Read more >

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850