Search results for: SCO
Kidder Benefits Consultants Offers 3(16) Fiduciary Services
Kidder Benefits Consultants will provide ERISA Section 3(16) plan-level, discretionary fiduciary services to its clients, beginning immediately.
Sponsor Focus on Plan Fees Continues
Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.
Court Moves Forward Citigroup 401(k) Excessive Fee Suit
Participants in the Citigroup 401(k) plan can move forward with their claims plan fiduciaries violated the Employee Retirement Income Security Act (ERISA) by offering affiliated funds in the...
Experts See Big Stakes in SCOTUS Review of Tibble
The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...
Five Things Retirement Plan Participants Get Wrong
Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.
Baby Boomers, Millennials Should Switch Retirement Investing Goals
Maximizing growth is the number one priority Baby Boomers have for their retirement assets, according to the MFS Investing Sentiment Insights Survey.
Court Finds John Hancock Not a Fiduciary in Fee Case
John Hancock has ultimately been found not to be a fiduciary in a case alleging it charged excessive fees for investments offered in two Employee Retirement Income Security...
Advisers Can Differentiate With Financial Wellness
Financial wellness programs can be a value add for advisers, especially when they help drive retirement readiness and address the roots of participant inactivity.
LPL Adds Financial Wellness Content to Platform
LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.
Gross Exits PIMCO for Janus
Renowned fixed-income manager William H. Gross is leaving PIMCO, the company he co-founded, to join Janus Capital Group.
What 'Bond King' Move Means for Plan Clients
Bill Gross, PIMCO’s founder and CIO, caused serious waves in the investment industry when he announced his decision to join Janus Capital Group.
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ERISA at 40
The transformational law makes waves in the retirement plan industry not anticipated in 1974
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The Sides of Fiduciaries
The pros and cons of a 3(21) fiduciary partnering with a 3(38) fiduciary
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Tools of Engagement
The technology advisers increasingly use to involve participants
American Benefits Council Outlines Long-Term Vision
A new strategy outline issued by the American Benefits Council (ABC) suggests the advocacy group will work to achieve public policy reform that more closely unifies health care...
PANC 2014: Plan Fee Challenges
Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...
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Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.