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| MassMutual Sued Over Stable Value Fund Fees |
| The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans.
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| ERISA VISTA: Revenue-Sharing Payments |
| ADVISER QUESTION: I am a fiduciary investment adviser to ERISA plans and receive an advisory fee for my services. I also own a company that provides recordkeeping services to ERISA plans. May I recommend mutual fund investments to those plans that pay revenue sharing to my recordkeeper company?
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| From the Magazine: Under Armor |
| There has been nothing short of a furious pace in the filing of new lawsuits under the Employee Retirement Income Security Act recently. Some of the latest suits take novel approaches, calling into question the most basic assumptions that service providers have relied on when assessing questions of fair client costs and value.
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| Senate Bill Aims to Amend ERISA |
| Senator Johnny Isakson has introduced legislation designed to foil the fiduciary rule and amend the Employee Retirement Income Security Act.
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| Edward Jones Maps Out Fiduciary Rule Response |
| The investment advisery firm Edward Jones says it will look to grandfather IRA relationships acquired before April 2017, while also instituting some fundamental changes to process and product to comply with the new fiduciary rule for ongoing and new relationships.
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| Housing Debt Is Invading Retirement |
| Research from LIMRA Secure Retirement Institute finds more Americans are entering and living in retirement with a mortgage representing their biggest source of debt.
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