Search results for: SCO
Single in the City Can Cost Big Bucks
That carefree single life may carry some financial hitches, depending on where you live.
11th Circuit Reaffirms Delta Air Lines Stock Drop Victory
Circuit court sees no need to change a previous ruling in a stock drop case, reconsidered in light of the Supreme Court’s recent Fifth Third Bancorp v. Dudenhoeffer...
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Standout Performance
If, in the annual review meeting, you aren’t highlighting all of the efforts you’ve made throughout the year to improve and safeguard the retirement plans you serve, you should...
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Everything You Need to Know About … Docs, Sheets And Slides
Three free Google apps enable users to edit Word, Excel and PowerPoint files from any device they log into.
Interest Rates are Top of Mind for Advisers
Many advisers are trying to address client concerns about when rates will rise.
Goldman Sachs Unveils Retirement Share Class
R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.
Cetera Confirms Winding Down of J.P. Turner
Cetera Financial Group confirms plan to close J.P. Turner brokerage.
Lawmakers Press Perez to Redraft DOL Fiduciary Proposal
A group of mostly Republican Congressional representatives are urging Secretary of Labor Thomas Perez to scrap the current fiduciary rule proposal.
Retirement Problem Spans Coast to Coast
Find out how your home state performs in a new set of national retirement readiness rankings.
Roth IRA Investors Differ from Traditional IRA Investors
Three-quarters of Roth IRA investors opened their accounts with contributions only.
LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
SEC Faces Its Own Debate on Fiduciary Advice Standards
Transcripts from a tough SEC hearing called earlier this month show it's not just the Department of Labor considering changes to the application of the fiduciary standard.
No Individual Harm Means No Claim Against Pension Plan
A federal appellate court says a defined benefit plan beneficiary has no standing to sue the plan if he cannot prove individual harm.
ESG Portfolios Outperform Broad Market Indices
Environmental, social and governance investing has great value, Calvert attests.
DOL Receives Flood of Comment Letters on Fiduciary Rule
With Tuesday’s deadline to submit comment letters about the fiduciary proposal, announcements came from many organizations.
IRS Revises Determination Letter Program
Going forward, individually designed retirement plans may only receive a determination letter for initial plan qualification and for qualification upon plan termination.
Bill Extends Provision for Using Surplus Pension Funding
Over-funded pension plans would have a longer time period in which they could use surpluses to pay for retiree health and life insurance benefits.
Overspending Means Retirement Trouble
Two in ten employees say spending too much is the biggest financial mistake they have made.
External IT Updates Its Platform for Microsoft 365
Compliant-ready features have been implemented into External IT’s office suite solution that integrates with Microsoft Office 365.
Robo Evolution Leading to More Access to Participants
Forces are set to open the 401(k) retirement plan marketplace for advisers to better serve participants.