IMHO: “To Do” List
10 Things You’re (Probably) Doing Wrong—or Not Doing Right—as a Plan Fiduciary
Tag: Fiduciary
IMHO: Duty Calls?
When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know...
BrightScope Launches 401k Plan Management Dashboard
BrightScope, a 401k ratings and analytics firm, has rolled out what the firm calls a “groundbreaking Web application for 401k decision makers at companies of every...
EBSA Fiduciary Program Heads to "Hotlanta"
The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) is taking its compliance seminar series to Atlanta.
Smith Barney Fails to Remove Pension Case from Court
The U.S. District Court for the Southern District of Florida declined to enforce arbitration clauses contained in account agreements between the City of Delray Beach Police and Firefighters...
IMHO: Design Lines
It’s now been nearly three weeks since our Plan Designs conference in Chicago and, once again, I got so many interesting ideas, so much good information—well, I’m still...
IMHO: Design Lines
It’s now been nearly three weeks since our Plan Designs conference in Chicago and, once again, I got so many interesting ideas, so much good information—well, I’m still...
Judge Says Motorola Didn’t Breach Fiduciary Duties
The U.S. District Court for the Northern District of Illinois ruled that Motorola Inc. and fiduciaries of its 401(k) plan did not breach their fiduciary duties under the...
New Service Helps Fiduciaries Assess Investment Offerings
Kelley Drye&Warren LLP, an international law firm, and Rocaton Investment Advisors LLC, an independent investment advisory firm, have announced a new offering for 401(k) plan fiduciaries.
DoL Brings Fiduciary Series to Web
Plan fiduciaries looking for insights about their responsibilities can now get that information from the Labor Department without leaving their desks.
Retirement Plan Advisory Group Launches Fiduciary Fitness Program
Retirement Plan Advisory Group (RPAG), an affiliate of 401(k) Advisors, announced the launch of its latest offering for adviser members.
Survey Finds Many Sponsors Lacking Fiduciary Details
A new survey finds less than a third of retirement plan fiduciaries report a clear chain of authority for their plan’s governance committee.
ProNvest Introduces Open Platform of Portfolio Managers
ProNvest Inc. has rolled out a new service designed to assist plan sponsors with their fiduciary liability in offering managed accounts.
regulatory radar
Getting Comfortable with the “F” Word
Are you a fiduciary? Do you tell your client how to stay out of trouble on the fiduciary front?
investment-oriented
Measuring the Unmeasurable
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.