Search results for: SCO
Corporate Pension Funding at 95%
The funding ratio for corporate pension plans increased to 95% during the last quarter.
Time for Plans to Open and Say Ahhhh
Everyone knows it’s smart to get physicals on a regular basis. Preventive care helps detect problems before they become a health crisis.
Millennial Debt, Savings Trend Down
Those in their early 20s carry just half the debt of those in their upper 20s, new analysis shows, but savings rates for both groups are decreasing.
DOL Issues 2014 Retirement Plan Pipeline
The retirement industry is anticipating a fiduciary re-definition and rules about lifetime income illustrations for plan participants, but there is much more in the pipeline.
Court Remands Benefit Offset Case
A federal appellate court has vacated a ruling about offsetting pension benefits and remanded the case back to a district court.
Build a Better Plan With Better Choices
A good plan uses the right architecture, and the right architecture factors in steering the behavior of participants, a paper says.
FINRA Proposes Automated Oversight
The Financial Industry Regulatory Authority (FINRA) is soliciting comments on a proposal to standardize and automate account activity and security reviews for its members.
SCOTUS Upholds Litigation Limitation Period
The Supreme Court upheld the ruling of two lower courts in a case testing litigation limitations in plans covered by ERISA.
States Tax Rules for Same-Gender Couples
A number of states have released guidance regarding state income taxation for same-gender married couples.
How Leading Advisers Break Through Sponsor Inertia
Engaging plan sponsors in a meaningful dialogue to enhance the success of their retirement programs has never been more challenging.
Invesco Overhauls Some ETFs
Invesco PowerShares, a provider of exchange-traded funds (ETFs), will change the names and underlying indexes of 10 ETFs.
investment-oriented
401(k) Plans With Non-’40 Act Investments
The upside of mutual fund alternatives
practice management
In Perfect Alignment
Best practices for working with recordkeepers and investment managers
Plan Design Is Key to Fixing Retirement Crisis
Witnesses during a U.S. Senate committee hearing argued that defined contribution (DC) plan design is key to solving the retirement crisis in America.
Sponsored by BlackRock, J.P. Morgan, MassMutual
Big Picture Thinking
Panelists in the CEO Roundtable session discuss retirement plan industry trends and direction
Sponsored by CPI Qualified Plan Consultants Inc.
Jon Prescott
Vice President of CPI Qualified Plan Consultants Inc.
Married Women Less Engaged with Advisers
When compared with their spouses, married men are 58% more likely to be a couple’s primary contact with a financial adviser.
SCOTUS Takes Up Prudence Issue
The U.S. Supreme Court has agreed to hear a case raising fiduciary issues and questions about what constitutes prudent investment decisionmaking within employee stock ownership plans (ESOP).