Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

DC Plan Administrator

The Benefit Advantage
(Auburn Hills MI / Telecommute)
Defined Contribution Plan Administrator

The MandMarblestone Group, llc
(Philadelphia PA / Telecommute)
DC Plan Administrator
Heritage Administrative Services, LLC
(Woodbury NY)
Retirement Plan Administrator

Group RHI
Defined Contribution Plan Specialist

(Alpharetta GA / AL / NC / Telecommute)
Defined Benefit Plan Administrator

AimPoint Pension
ESOP Administrator

Blue Ridge ESOP Associates
(VA / Telecommute)
Pension Systems Administrator
DeMars Pension Consulting Services, Inc.
(Overland Park KS)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn

News Items, by Subject (Headlines)

Ret plan investments - misc

Now Viewing Headlines View Excerpts and

[Guidance Overview] SEC Clarifies Form CRS Relationship Summary Format and Delivery Requirements (Incl. Relief for Fund Advisers)
[Opinion] Putnam Investments, LLC v. Brotherston: The End of 'Business as Usual' for 401(k) Plans
For Some 401(k) Holders, Picking Funds Is as Simple as ABC -- Unfortunately
Justices Wary of Intel Committee Position in 401(k) Dispute
[Guidance Overview] Best Interest Standard of Care for Advisors, Part 19
Transcript of Oral Argument Before the Supreme Court on Meaning of 'Actual Knowledge' for Purposes of 3-Year Statute of Limitations on ERISA Fiduciary Breach Claims (PDF)
Massachusetts Rule Would Impose Fiduciary Standard for All Financial Advice
Schwab Self-Directed Brokerage Account Indicators, Quarter Ending September 30, 2019 (PDF)
Dismissal of DOL's Failure to Monitor Suit Was Appropriate Based on Retirement Committee's Swift Action to Rectify Undiversified Trust
First Circuit Reverses District Court's 'Partnership-In-Fact' Holding and Finds Private Equity Funds Not Liable for Portfolio Company's Pension Liabilities
A Clear Roadmap to Navigating Your Plan's LDI Challenges
Ways to Improve Your Company's 401(k) Plan in 2020
Corporate Pension Plan Buyouts Surge in Q3
DOL Amicus Brief Opposing Supreme Court Review of ERISA Burden of Proof on Loss Causation (PDF)
Supreme Court Will Not Review Case Alleging Fiduciary Breach by Group Annuity Provider
Supreme Court May Resolve Key ERISA Statute of Limitations and Proprietary Fund Litigation Questions
What Is a 401(k) Investment Policy Statement?
Class Action Plaintiffs in Fiduciary Suit Against Former Employer Will Get 'Advisory Jury'
Supreme Court Declines to Hear ERISA Suit Against Great-West
The Fiduciary Breach Lawsuits: Lessons Learned
Why Defined Contribution Plans Need Private Investments (PDF)
Prudent Process by Retirement Committee Defeats DOL Fiduciary Breach Suit
Interest Rates 2019: The Effect of Recent Declines on DC Plans
At Oral Argument, Justices Grapple with Interplay between ERISA and Securities Laws
Best Interest Standard of Care for Advisors, Part 18
Liability-Hedging Strategies for Plan Sponsors in the Low Interest Rate Era
Should You Offer Only Index Funds in Your 401(k) Plan?
[Opinion] When Is an Annuity Not an Annuity? When It's Lifetime Income
GoalMaker Targeted in New Excessive Fee Suit
Annuity Purchase Update: November 2019 Interest Rates
[Opinion] Take Politics Out of Public Pension Plans
[Guidance Overview] Best Interest Standard of Care for Advisors, Part 17
[Guidance Overview] SEC Examines Mutual Funds, Money Market Funds and Target Date Funds
How Core Investment Menu Size Impacts Participant Investment Decisions in Defined Contribution Plans
[Guidance Overview] Administering Lifetime Income's Joint and Survivor Annuity Rules Requires Understanding of Revenue Ruling 2012-3
Schwab to Offer TDF-Managed Account Hybrid for 401(k) Plans
Advocates Say DC Plans Should Be Considered 'Accredited Investors'
CalSTRS CEO on New SEC Proxy Voting Rules: They Would Create the Next Enron
A Multi-Manager Approach to Pursue Better Retirement Outcomes
Ninth Circuit Will Not Rehear Schwab ERISA Arbitration Case
Comparing Asset Allocation Before and After a Rollover From 401(k) Plans to Individual Retirement Accounts
Prudential Is Latest Recordkeeper to Face Self-Dealing Allegations in ERISA Lawsuit
[Guidance Overview] Best Interest Standard of Care for Advisors, Part 16
Supreme Court Debates Liability of Insiders for Mismanagement of Pension Plans That Invest in Employer Stock
403(b) and 457(b) Plans Going Under the Regulatory Microscope
Improving Expected Returns for Corporate Defined Benefit Plans
Room for More Innovation in the QDIA Sphere
Public Pension Plans Continue to Shift Into U.S. Stocks
Variable Annuity Plans (PDF)
Investing for Income in Retirement
Ninth Circuit Signals Potential Rehearing of Denial of Class Action in Charles Schwab ERISA Suit
401(k) Investment Fund Lineup: Best Features
Supreme Court to Consider Liability of Insiders for Mismanagement of Pension Plans That Invest in Employer Stock
[Opinion] Multi-Vendor 403(b) Plans for Teachers: Gaslighting 101
DOL Weighs in on 'Actual Knowledge' Standard in Supreme Court ERISA Case
[Guidance Overview] Best Interest Standard of Care for Advisors, Part 15
[Opinion] Fiduciary Lessons from Ken Fisher Fallout
How Good Are Default Investment Policies in Defined Contribution Plans?
Implications of Money-Back Guarantees for Individual Retirement Accounts: Protection Then and Now
Fiduciary Breach Lawsuit Issues Explored: No Regular Recordkeeper RFP
© 2019, Inc.