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SEC-BofA Settlement Receives Judge’s Approval
A long-brewing regulatory conflict ended today as a U.S. District Judge approved Bank of America’s (BofA) $150 million settlement with the Securities and Exchange Commission (SEC).
Global Mutual Funds Make Turnaround in 2009
Equity/mixed, bond, and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight (SI), an Asset International company.
Market Continues to Move Participants
Once again, 401(k) participants that were inclined to rebalance their accounts tended to chase the market.
Americans Staying in the Workforce Longer
The labor-force participation rate is increasing for Americans ages 55 and older as they are faced with higher health costs and economic losses, according to a study published...
EBSA Offers Form 5500 Guidance for 403(b) Plans
The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued guidance for 403(b) plans subject to new Form 5500 reporting requirements.
Credit Suisse Introduces ETN
Credit Suisse announced today that for the first time, U.S. investors will be able to access the Credit Suisse/Tremont Long/Short Equity Hedge Fund Index strategy through an exchange-traded...
Evermore Global Advisors Launches Two Mutual Funds
Evermore Global Advisors, LLC, has launched the Evermore Global Value Fund and Evermore European Value Fund.
IMHO: Promises Premises
It was hard not to be struck this past week by that Pew Center on the States report titled “The Trillion Dollar Gap.”
chalk talk
Getting Better
Is your continuous improvement stalled at the expense of the plan participant?
fiduciary fitness
Map Quest
Mapping funds remains one of the central issues in maintaining 404(c) compliance
from the front lines
From the Front Lines
Front-line experiences to help you experience the normalcy of a "normal" day
getting your money's worth
Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market