| Share Class Offerings Shift With Fiduciary Focus |
| A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan market.
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| IRS Issues Guidelines for Cooperative and Small Charities Pensions |
| The Cooperative and Small Employer Charity Pension Flexibility Act specifies funding requirements for certain pensions that were not immediately affected by PPA funding rules.
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| DOL Seeks More than $1.6M in Losses for Profit Sharing Plan |
| A health care company filed no annual reports, did not perform valuations and took more than $1.6 million in improper distributions in violation of ERISA, the DOL alleges.
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| Pre-Retirees Comfortable with Automatic Service |
| Pre-retirees between the ages of 50 and 62 say they are very comfortable with automatic deposits to their 401(k), mortgage or permanent life insurance, a New York Life survey found. What’s it mean for retirement advisers?
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