Search results for: SCO

The SmartDollar solution was created by author and national radio show host Dave Ramsey and is aimed at boosting financial wellness both inside and outside the employer-sponsored retirement...

A concise example of summary judgement published by the 2nd U.S. Circuit Court underscores retirement plan fiduciaries’ absolute duty to diversify and carefully administer participant assets. 

Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.

The free app will allow advisers to tap into clients’ overall asset allocation, return, risk and market value across accounts in real time.

An appellate court has sent the case back to a lower court after finding that BP's ESOP participants did not meet all pleading standards set by the U.S....

Participants in Mercer Wise 401(k) will have complete access to Mercer Financial Wellness, an open architecture platform that includes access to online budgeting tools, credit-score monitoring, a robo-advice...

Plan sponsors need help assessing several factors before deciding whether to purchase an annuity buyout for their DB plans.

Given the likelihood of higher expenses coupled to weaker markets and slow-growing wages, one analysis suggests Millennials on average may need to save nearly a quarter of annual...

Nearly two-thirds of Gen Xers are kept up at night thinking about financing their retirement. 

Throughout October, the groups will host 22 one-day events in cities across the U.S., staffed by CFP professionals offering no-cost discussions and consultations with the public. 

ERISA Section 502(a)(3) may extend to remedy inequitable conduct pertaining to a supposed waiver of plan rights and to a breach of the general good faith standard of...

However, only 24% of workers are covered by a pension.

A UPMC hospital system subsidiary in Altoona, Pennsylvania, filed a lawsuit claiming plan service provider CBIZ Benefits & Insurance Services made costly actuarial errors in projecting pension liabilities.