Search results for: SCO

The firm is also introducing a new corporate brand and website.

Normally the Supreme Court strives to structure its rulings with the narrowest possible scope and implications, but that is not always the case.

The case is expected to help determine whether the millions of Americans whose pensions are held in defined benefit plans have the right to sue the fiduciaries of...

TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.

Plan participants allege prohibited transactions between a plan sponsor and its investment manager relating to a revamp of the plan's investment lineup.

In other ways, the excessive fee lawsuit is identical to others filed by law firm Capozzi Adler.

With the electronic disclosure delivery regulation in the bag, retirement industry lobbyists have turned their attention back to the ambitious Portman-Cardin bill, a version of which could soon...

After years of litigation and an eight-day bench trial, neither side can claim complete victory in the complicated case of Ramos v. Banner Health.

Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires Innovest Systems; and more.

It took a catastrophic global event to demonstrate how ill-prepared many Americans are for even a brief interruption of income—including many people high up on the income scale.

LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases online TDF tool; and more.

The close passage of the Heroes Act in the House of Representatives, with 208 yeas and 199 nays, underscores the difficult path ahead for the fourth coronavirus relief...

Ninety-two percent of sponsors work with advisers, but only 70% are ‘very satisfied’ with their relationships.

Cetera announces additional teams and roles; Principal adds multiple sales team members; Schroders hires sales directors for regional teams; and more.

Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.

Financial services industry merger and acquisition activity has been affected the by coronavirus crisis, but deals continue to be inked—especially among firms looking to serve the needs of...

The interim ruling permits the lawsuit to proceed to discovery and emphasizes the importance of language included in summary plan descriptions.

Participant communications about coronavirus-related distributions should include language that state tax treatment may vary, or that participants should check with an expert about what state taxes may apply. 

New data from CAPTRUST shows there is a continued misalignment between foundations’ and endowments’ expected returns, risk preferences and asset allocations.

The case is an example of class action fee litigation targeting a ‘large’ rather than a ‘jumbo’ plan, as the Aegis retirement plan under scrutiny holds less than...