Search results for: SCO
Court Questions Ability to Recover Pension Overpayments
Questions about whether funds can be identified in the participant’s possession and when the statute of limitations started to accrue have pushed forward an ERISA lawsuit.
Retirement Industry People Moves
New hires and promotions at Prudential Retirement, Northern Trust, Commonwealth Financial Network and more.
Understanding the IRS Employee Plans Compliance Unit
EPCU projects are a kinder, gentler way to ensure retirement plans comply with regulations.
Whistleblowers Remedied Following ERISA Challenge
The DOL says officials at Cement Masons Southern California Trust Funds illegally retaliated against a whistleblower who flagged ERISA violations.
People More Concerned About Retirement Than Health
Participants view their 401(k) as an essential workplace benefit.
Putting Social Security in a Value Proposition
Pre-retirees want to know about Social Security—and they say they’ll switch advisers if necessary.
LPL Vendor Affinity Program Adds MoneyGuidePro
LPL advisers can now access MoneyGuidePro financial planning software solutions at a discounted price.
Advisers Addressing Health Care Costs in Retirement
Advisers say they are biting the bullet to educate participants about these high costs.
FWAC Study: Women Breadwinners Want Better Advising
The third “Women of Wealth” report finds advisers miss the mark in how they service these clients.
Advisers Boost Military Members' Retirement Confidence
Two-thirds of military members who work with an adviser are confident they will be able to retire comfortably.
Court Affirms Dismissal of Verizon Pension Risk Transfer Suit
An appellate court ruled that the decisions to amend the plan and transfer certain assets to an annuity contract were settlor, not fiduciary, functions.
Retirement Industry People Moves
New hires and promotions at Nationwide, Mercer Investments, John Hancock Retirement Plan Services, LPL Financial and more.
Asset International, Parent Company of PLANADVISER, Appoints New CEO
"This is an exciting time for Asset International and its 11 business units to engage more thoroughly with our clients, with whom we already enjoy deep, broad and...
The Future Looks High-Tech and High-Touch
For the ultimate travel experience, future travelers will tap into both high-tech options and high-touch human service.
TPA Satisfaction with Retirement Service Providers Drops
There has been an 8% drop in TPA satisfaction with the work of retirement service provider partners since 2014.
Clearing Up Money Market Fund Reform Misunderstanding
Retirement plans will not necessarily have to divest from retail money market funds under SEC’s pending reforms, but plan sponsors and advisers may decide it's best.
Investment Manager Held Liable for Not Diversifying Plan Assets
Fiduciaries should do everything possible to overcome perceived impediments to diversifying retirement plan assets, a judge found.
Working With Adviser Boosts Confidence Even Among Affluent
Even for the rich, working with an adviser to develop a written plan boosts retirement confidence, LIMRA study finds.
LPL Offers Digital Marketing Solution for Advisers
Advisor Launchpad is now part of the LPL Vendor Affinity Program.
Advisers Targeting Older Millennials
Seventy percent of advisers are focusing on this age group.