Search results for: SCO

ERISA expert discusses the significant implications of the Supreme Court’s decision in Montanile v. Board of Trustees, especially as it pertains to enforcing liens on retirement or health...

One retirement plan industry professional warned legislators that improvements in retirement readiness tied to the Pension Protection Act have mostly run their course.

What are the winning questions that help you winnow candidates, and what are your favorite practices?

Retirement industry providers and others applaud the initiatives announced this week.

A new 401(k)-related lawsuit emerging this week in a Colorado district court will undoubtedly sound familiar—perhaps painfully so—to retirement plan industry professionals. 

The Supreme Court returned Amgen’s ESOP case to the lower court for a second time.

Experts suggest many long-term investors have absorbed central lessons about volatility and trading—especially among more sophisticated segments of the investing population. 

A former SunEdison employee is suing the company, a raft of its directors and State Street Bank for continuing to offer SunEdison stock in the retirement plan.

Market volatility, longevity and PBGC premiums are prompting sponsors to take a harder look at funding levels.

More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years.

A recent decision by the U.S. Supreme Court seems to limit the ability of ERISA plans to seek equitable relief or reimbursement of payments from a third-party recovery—especially...

DOL proposal on state-run retirement programs promotes confusing patchwork of laws and a few unintended consequences, say industry groups ICI and SIFMA.

They haven’t received quite the same number of comments as the DOL’s pending fiduciary regulations, but proposed liquidity rules from the SEC have clearly grabbed the investment and...

In the years following the filing of a lawsuit against U.S. Bank, it has made changes to its DB plan investing practices that have resulted in the plan...

The Supreme Court has denied a petition to review a case about restriction-of-venue clauses in retirement plan documents related to ERISA challenges—based not on the weakness of appellees’...

Guardian names new government affairs head; Mainstay expands institutional sales team; an acquisition for The Retirement Advantage; and GW&K Investment Management adds relationship management VP.

A former State Street SVP and State Street Bank have consented to the SEC’s orders without admitting or denying guilt.

Experts are beginning to advise plans sponsors to level the playing field when it comes to recordkeeping fees and other recurring expenses. 

A lawsuit brought by participants in JP Morgan’s 401(k) plan alleging imprudence in keeping company stock in the plan was dismissed under the new Supreme Court standard.

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