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ERISA Lawsuit Filed Against Avon Products
A lawsuit claims fiduciaries to Avon Products defined contribution plan violated their duties to participants by...
Bob Doll Peers into the Tea Leaves for 2015
Investor skepticism gives way to optimism, the equities market will continue delivering (but brace for a rocky ride) and retirement plans will want to take a hard look...
Investing Pros See Obstacles and Opportunities in 2015
Retirement investors and pension funds have not had to wait very long to test their 2015...
DST and Kasina Outline Acquisition Deal
DST Systems, a provider of strategically unified data management, business processing, and customer communication tools, says it has acquired Kasina LLC, a strategic advisory firm to the asset...
Morgan Stanley Staffer Fired for Allegedly Stealing Client Data
Morgan Stanley on Monday began advising certain wealth management clients that an employee had stolen partial client data.
Advisers Should Include Insurance in Retirement Planning
As individuals often lose employer-provided insurance benefits when they retire, it is important to consider what insurance is needed so they can retire comfortably and confidently.
Court Finds Advocate Health Retirement Plan Not a Church Plan
A federal district court has found the defined benefit (DB) retirement plan of Advocate Health Care Network and its subsidiaries is not a “church plan” under the Employee...
Investor Sentiment Shows 4Q Rise
After remaining level for the previous year, investors expressed rosier outlooks in the fourth quarter, according to a survey by John Hancock Financial.
Supreme Court Sets Date for Tibble Arguments
The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end of February.
9th Circuit Revives Case for Consideration of Surcharge
A federal appellate court has sent a case back to a district court because the district court’s decision was made before a significant U.S. Supreme Court ruling.
Proposed Bill Aims to Encourage Retirement Plan Offerings
A U.S. Congressman has introduced a bill to encourage small businesses to offer retirement plans for employees.
Tool Helps Participants Visualize Retirement Goals
An interactive Retirement Wellness Planner from the Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.
The Year in Regulation and Guidance
Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.
The Importance of Hiring a Skilled Plan Auditor
For plan sponsors with more than 100 participants, one the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial review.
Preparing Baby Boomer Workers for Retirement
Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.
Pentegra Retirement Services Hires Regional Director
Philip Gould has joined Pentegra Retirement Services to support the company’s business development efforts in Texas.
Prudential Retirement Creates Gibraltar Ventures
The new Gibraltar Ventures organization will explore, develop and invest in new strategies to advance retirement and financial security, according to Prudential.
Institutional Investors Face a Complicated 2015
While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks that are difficult to predict and control.
Solicitor General Argues for Reversal of Tibble Decision
A brief submitted by the U.S. Solicitor General to the United States Supreme Court argues in favor of plaintiffs in Tibble v. Edison International—a case that could have...