Search results for: acts 19
Retirement Industry People Moves January 30 to February 3
MassMutual Appoints 5 Managing Directors in Retirement Services; OneAmerica Appoints Head of Guaranteed Income Products; Fiduciary Vest Names New Partner; and more.
Retirement Industry People Moves
Lincoln Investment Capital Holdings Purchases Legend Group Holdings; Morgan Lewis Extends Employee Benefits Services with Three New Partners; AllianzGI Acquires Sound Harbor Partners; and more
Annuities Industry Fiduciary Challenge Dwelt Blow In Federal Court
A U.S. District Court has handed down a DOL-friendly ruling in one piece of anti-fiduciary rule litigation that is seeking more leniency for fixed-index annuity providers.
DOL Fiduciary Rule Posts a Key Victory in District Court
A U.S. district court judge has ruled in favor of the DOL fiduciary rule’s pending implementation, defeating fixed-indexed annuity providers’ effort to stall the groundbreaking regulation in court.
Overtime Rule Change Impacts Client Benefit Calculations
Absent employer action, an estimated 4.2 million white collar workers will become newly entitled to overtime protection, potentially impacting net pay and the treatment of benefits, especially nondiscrimination...
Investment Products and Services Launches
Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more
Good Luck Beating Technology Providers at Their Own Game
Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them.
DOL Drops Lawsuit Over Contractor's Failure to Pay 401(k) Contributions
The DOL filed a proposal to dismiss the lawsuit after the contractor made a payment to the plan.
Slow-Moving Market Events Challenge Retirement Savers
Daily news headlines on “Brexit” and other complicated global events may push the financial markets into occasional uncertainty, but there's plenty advisers can do to help mitigate the...
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New Frontier
What the past decade has meant for retirement plan advisers and where the industry will go from here
Bill Would Allow Small Employers to Participate in Open MEPs
The Retirement Enhancements and Savings Act of 2016 includes many other provisions that address plan sponsors' needs and questions.
Most DC Plans Have Fixed-Fee Recordkeeping Arrangements
The asset-weighted average expense ratio for defined contribution (DC) retirement plans is currently 0.42% versus the 2006 level of 0.57%, according to NEPC.
Antioch Company Cleared of Wrongdoing in ESOP Transaction
Employees of Antioch sued the company over a transaction to make the ESOP 100% employee-owned years before the company filed bankruptcy.
The ICI Offers 10 Insights on 401(k) Plans
Households from all income groups hold DC plan accounts and appreciate the tax treatment and investment features of their plans, according to a new report by the ICI.
10 Years Out from PPA, Advisers More Pivotal Than Ever
Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than was the case prior to the full implementation...