The U.S. Department of Labor (DoL) released an agenda for its public hearing on a proposal to refine the definition of fiduciary.
With Washington causing quite a stir in proposing changes to the definition of fiduciary, the Virtual PLANADVISER National Conference brought together experts to discuss the realities of such a proposal.
Two trade groups have applauded the U.S. Department of Labor’s proposed redefinition of a fiduciary, but suggested a handful of improvements.
A federal judge in Texas gave final approval to a $2.4-million settlement of a class-action suit against RadioShack for breaching its fiduciary duty.
Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends most likely to impact the retirement industry this year.
Recordkeeper BPAS has partnered with Fiduciary Benchmarks to provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to all BPAS clients.
The Securities Industry and Financial Markets Association (SIFMA) has asked the Department of Labor (DoL) to reconsider its proposed rule that would redefine the term “fiduciary” under the Employee Retirement Income Security Act (ERISA).
ING’s U.S. Retirement Services business is expanding its program for researching, selecting, and monitoring plan investments to support more types of employers.
Securian Retirement has introduced a “Compensation Calculator” for advisers, and a “Fiduciary Focus” guide for advisers to share with plan sponsor clients.
Nancy Everett is the new Head of BlackRock Fiduciary Management Solutions, a newly created position.
The Department of Labor (DoL) requested comments on if advice relating to a plan distribution should be included in the definition of "advice" under fiduciary standards; Aon Hewitt believes it should.
In comments to the Department of Labor (DoL) regarding the proposed change to the definition of fiduciary, Liberty Capital Investment Corporation said the rule “would be a litigation nightmare.”
Somewhere over the course of your academic or professional career, I’m sure you’ve been exposed to any number of group exercises.
Mercer released its list of suggested New Year’s Resolutions for defined contribution sponsors; something a plan adviser may want to pass forward.
The Employee Benefits Security Administration (EBSA) announced an extension of the comment period on its proposal to update the definition of fiduciary.
Not so long ago, plan sponsors gauged the success of their defined contribution offerings by a single metric: participation rate.
Fiduciary adviser Roland|Criss has launched the Stewardship Development Center (SDC) to train fiduciary leaders and their teams.
Pioneer Investments is partnering with Fiduciary360 (fi360) “to help prepare advisers for an increasingly fiduciary future.”
Securian Retirement has teamed with 401(k) Advisors to offer a 3(38) investment management fiduciary service.
Having recently had a couple of new members join our 401(k) investment committee, I asked our investment adviser to conduct a briefing.