Search results for: acts 19
Another Tibble vs. Edison Decision Handed Down In District Court
After a trip through the 9th Circuit and the U.S. Supreme Court, the case of Tibble vs. Edison has received another ruling in the district court where it...
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Reconsidering the Status Quo
It takes more than automatic enrollment to valuably increase participation and engagement.
Strong Support Voiced for Further Fiduciary Rule Delay
The first of two deadlines has passed for the DOL’s information request about a potential second fiduciary rule delay, but the window is still open for advisers to...
Vermont Passes Bill to Implement State-Run Retirement Plan for Private-Sector
The bill would implement a voluntary retirement program for businesses with 50 or fewer employees.
DOL Files Fiduciary Lawsuit Brief Defending Advisory Market Authority
The DOL argues it must not lose its broad authority to regulate the workplace retirement planning market—notwithstanding the fact that it may very well decline to aggressively enforce...
Non-ERISA 403(b) Conflict-of-Interest Rule Passed in Conn.
Certain providers to non-ERISA 403(b) plans offered by political subdivisions of the state must now disclose conflicts-of-interest.
PSNC 2017: Final Fiduciary Rule Not So Final
Speaking at the 2017 PLANPSONSOR National Conference, a staffer at the DOL told attendees the agency is still looking for ways to make its fiduciary rule better.
Capitol News
Legislative and Judicial Actions
A look at what is happening in the courts and in Washington, D.C.
Fiduciary Rule Debate Impacts State-Run Plans for Private Sector
A new bill introduced by Senate minority Democrats, seeking to protect ERISA exemptions for state- and city-run retirement plans for the private sector, would likely be made redundant...
Practice Development
Turning Virtual Contacts Into Real Clients
How to get the most from your social media efforts
research
2017 PLANADVISER Adviser Value Survey
Lighting the Way: The value that advisers bring to retirement plans
Assets in DC Plans Grew 10% from 2014 to $6.7 Trillion in 2016
Across both DB and DC plans, retirement assets total $19.1 trillion, according to data from a Federal Reserve report on total retirement asset holdings and flows.
Most Employers Interested in Pension Risk Transfer
Most employers who expressed disinterest cite lack of knowledge as a main driver for that decision, a new study finds.
Connecticut Aims To Strengthen 403(b) Provider Reporting
Service providers to tax-qualified 403(b) plans already have certain federally mandated conflict of interest reporting requirements, but the Connecticut State Legislature may also step up and play a...
Single-Premium Pension Buyout Sales Ticked Up During 2016
Employers are clearly still committed to moving risk off of their balance sheets by pursuing single-premium pension buyouts.