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Court Finds Plan Can Dictate Where Lawsuits Are Filed
A federal appellate court found that a clause in a retirement plan document restricting the venue...
Court Finds Plan Can Dictate Where Lawsuits Are Filed
A federal appellate court found that a clause in a retirement plan document restricting the venue of lawsuits filed against the plan is enforceable.
Barrow Hanley Hires LDI Specialist
Jeff Passmore has joined investment manager Barrow, Hanley Mewhinney & Strauss LLC to focus on liability-driven investing solutions.
Fidelity Cites Technology in $14B Plan Win
One Fidelity Investments sales executive says it was the firm’s technology capabilities that allowed it to win the right to oversee American Airlines’ substantial retirement plans.
Advanced Capital Group Opens Chicago Office
Advanced Capital Group (ACG), a registered investment advisory firm, is opening an office in Chicago, Illinois.
Getting Correct Information from Plan Sponsor Clients
Retirement plan advisers and third-party administrators (TPAs) are likely to find information gaps when performing assessments of retirement plan census data or client ownership data, according to Natalie...
Great-West Rebrands Retirement Businesses as Empower
Great-West Financial has introduced Empower, a new retirement services company.
TIAA-CREF Underscores Importance of Advice
A new TIAA-CREF survey shows that 63% of women who have received professional financial advice say they feel confident about their personal retirement readiness.
Some Context Around 2015 Deferral Limit Increases
A $500 increase in the annual elective deferral maximum for defined contribution retirement plans may seem small, but one expert sees important implications in the increase.
Regulators Doing More to Ensure Plan Compliance, Outcomes
Recent actions from regulators show a focus on compliance and improved outcomes for participants.
A Good Score for Retirement and Health Savings
Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, a new report shows.
Tips for Effective Retirement Practice Marketing
Marketing skill is essential in building up a retirement advisory practice, says Sean Ciemiewicz of Retirement Benefits Group, but public relations can be overwhelming for the unprepared.
Retirement Worries Remain Prevalent in U.S. Work Force
The combined challenges of saving for retirement, paying for health care and keeping financial information safe online have many Americans worried, according to the COUNTRY Financial Security Index.
Fees Can Be Touchy Subject for Advisers
No one wants to talk about it, but everyone wants to know: How do other retirement plan advisers arrive at a fee for their plans? Here, some advisers...
Transamerica Makes Recommendations for Improving 401(k)s
A study by Transamerica reveals positive news for retirement savings in America, but there’s still room for improvement.
Are You Over-Valuing Your Practice?
Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.
How a Plaintiff's Attorney Views the Supreme Court Fee Case
The U.S. Supreme Court announced early this month that it would review parts of an important 401(k) fee litigation case, Tibble v. Edison, sparking intense debate across the retirement planning...
U.S. Not as Proactive with Pensions as Other Countries
America’s pension system slipped two places and has fallen to 13th in the world in the Melbourne Mercer Global Pension Index (MMGPI).
The Principal Unveils Retirement Wellness Scores
The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants.
Did Edison's IPS Fall Down on the Job?
As lawsuits over share classes move forward, can the investment policy statement (IPS) help the plan sponsor avoid litigation?