Tag: Fiduciary

After a dozen years here at PLANSPONSOR and PLANADVISER, effective November 1, I will join the Employee Benefit Research Institute (EBRI) in Washington, D.C., as Director, Education and...

Transamerica Retirement Services has introduced an ERISA Section 3(21) fiduciary service to help retirement plan advisers and sponsors mitigate investment fiduciary risk.

When I’m talking to plan sponsors (and advisers) about the challenges of being an ERISA fiduciary, a lot of things come to mind.

A survey of plan sponsors at private colleges and universities found 95% of respondents include a 403(b) plan option in their retirement savings plan.

According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...

The guide provides an overview of the upcoming Department of Labor (DoL) regulations regarding fee disclosure requirements that service providers must provide to plan sponsors by April 1,...

Millennium Investment and Retirement Advisors (MIRA) and Southeastern Fiduciary Services (SFS) have formed a partnership. 

ADP will make Mesirow Financial’s Fiduciary Partnership service available to its Retirement Services clients, to help them better manager fiduciary liability and mitigate risk.  

Industry professionals, associations, and lawmakers are applauding the Labor Department’s decision to reevaluate its proposed changes to the definition of a fiduciary.

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will re-propose its rule on the definition of a fiduciary.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.

Last week the Senate Finance Committee held a hearing on “promoting retirement security.”   

You can add another voice to the chorus of those calling for the Labor Department to backoff of its proposed fiduciary definition expansion – Congressman...

The Guardian Insurance & Annuity Company (GIAC) has partnered with SWBC Investment Advisory Services to offer plan sponsors fiduciary support.

401kDIRECT and Summit Trust Company are introducing the DIRECT Multiple Employer Plan (MEP), for plan sponsors who want the benefits of a MEP while maintaining control over plan...

As part of its strategic focus and growth plans, Transamerica Retirement Services plans to roll out a 3(21) fiduciary service with Mesirow Financial.

MassMutual's Retirement Services Division is adding Mesirow's Financial Fiduciary Partnership Service to its retirement platform.

I have watched with increasing interest the growing furor over the Department of Labor’s proposed new fiduciary definition.   

The year we began publishing PLANADVISER was a big year in many ways for me.  

The process of selecting and monitoring investment options continues to be a priority for retirement plan sponsors, according to research from Aon Hewitt.