Search results for: SCO
RadioShack Stop Drop Suit Dismissed
Relying on standards set forth by the Supreme Court in Fifth Third Bank v. Dudenhoeffer, an appellate court affirmed a district court’s dismissal of the case.
Investment Products and Services Launches
Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.
beyond (k)
HSAs in Retirement Planning
Why you should consider learning more about these supplemental accounts
trendspotting
Money Market Funds Losing Favor
Still, a disconnect yawns between adviser recommendations and sponsor actions
Data Points
403(b)s: Similar but Different
For instance, compared with others, these plans are less apt to offer loans
Careful Consideration of Client Age Groups Behooves Advisers
When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals...
Compliance News
Legislative and Judicial Actions
Rutledge Takes EBSA HelmThe Department of Labor (DOL) has appointed Preston Rutledge head of its Employee Benefits Security Administration (EBSA). Rutledge is former senior tax and benefits counsel...
Plan Sponsors Need Help Managing Concerns and Priorities
“It is so important to partner with providers to take some things off plan sponsors’ desks,” says Melissa Musial, marketing research and data manager, retirement services, at OneAmerica.
Retirement Industry People Moves
OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.
Empower Finds Projected Retirement Income Feature Engages Participants
Over a six-year period, projected income replacement scores in plans managed by Empower increased from 68% to 77.8%
Prepare DB Clients for Lower Equity Returns
Mercer suggests key priorities for DB plan sponsors for 2018.
Americans on Target to Have 80% of the Income They Will Need in Retirement
This is up from 62% in 2005, Fidelity Investments says.
Mutual of Omaha Faces Self-Dealing Suit
The complaint calls out the use of United of Omaha-branded mutual funds and target-date funds, as well as a guaranteed fund managed by United of Omaha.
New Team at Transamerica to Serve Health Care Employers
The new dedicated team of servicing executives and account managers are experienced within their retirement plan or voluntary employee benefits specialties.
Self-Dealing Lawsuit Targeting Capital Group Routed in District Court
In a dense dismissal decision, the district court offers a reminder of the exacting pleading standards of ERISA and statues of limitations before roundly rejecting the plaintiff's allegations...