Court Dismisses Several Executives from SunTrust ERISA Litigation |
In a long-running case about whether SunTrust Bank and its DC plan fiduciaries violated ERISA by continuing to allow company stock as an investment option in the plan when it was no longer prudent to do so, a federal district court has dismissed several executives as named defendants in the lawsuit.
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Title of ‘Investment Adviser’ Hardly Represents the Job |
Digging into investment prospectuses and market data is only a part of what financial advisers do for retirement plan clients; perhaps it’s time to rethink what they call themselves?
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2017 Award Nominations Are Open … But Not for Long |
Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. The deadline for the 2017 Plan Adviser and Adviser Team of the Year award is October 14, so don’t wait!
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Adviser Can Play Quarterback Role During Risk Transfers |
There is a natural tension that can arise between plan sponsors and participants during the pension risk transfer process—but skilled advisers can help keep everyone happy.
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