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Ret plan investments - misc


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Regulation Best Interest: The Focus on Costs, Part 2
Intel Plaintiffs Challenge the Use of Alternative Asset Classes in 401(k) Plan TDFs
The Importance of Implementing Best Practice Standards for Investment Fees
Assessing the Value of Financial Advice (PDF)
Johns Hopkins University Settlement with 403(b) Participants
[Opinion] Reg Bi 'Unlikely to Be Implemented'
[Opinion] Michael Kitces and Alan Moore Plan to Sue the SEC -- on XY Planning's Dime
It May Be a Global Economy, But ERISA Wants You to Keep Your Plan Assets in the United States
[Opinion] Why XY Planning Network Is Suing The SEC Over Reg BI
Pension Investing: Why Equity Derivatives Now?
MIT, 401(k) Participants Reach Settlement 4 Days Before Trial Set to Start
Alight Solutions 401(k) Index: August 2019 Observations
States Sue to Stop Regulation Best Interest
[Opinion] Attorneys General Wrong About SEC Regulation Best Interest
Seven States and D.C. Aggressively Challenge Reg BI
States Sue the SEC to Stop Reg BI
Fiduciary Lessons from DOL's Win in Employee Stock Case (PDF)
How Reg BI Changes the Fiduciary Landscape for the 401(k) Plan Sponsor
The Problem with Bonds in a Retirement Portfolio
[Guidance Overview] Overview of the SEC's 'Regulation Best Interest' and Form CRS
Lowe's Defense Fails to Get ERISA Suit Dismissed
Pursue Fiduciary Risk Assurance Backward
Seventh Circuit Holds Accelerated Withdrawal Liability Assessment Cannot Be Decelerated
The Future is Now: SCOTUS and Putnam Investments, LLC v. Brotherston
[Guidance Overview] SEC Applies Fiduciary Duties Analysis to Voting Obligations
[Guidance Overview] IRS Provides Reminder That Employers May Not Currently Deduct Contributions of Their Own Debt Securities
Target Date Funds May Not Play Well with Others in Defined Contribution Plans
Pitfalls to Avoid When Replacing 401(k) Plan Investments
Retirement Income Strategies: The Total Return Approach
Recent Case Shows Sellers Should Be Engaged in ESOP Due Diligence and Valuation Process
The Hidden Danger of Over-Diversification: Fiduciary Advisers Must Warn Employees
IRS Alleviates Suffering of RIAs Who Use Fee-Based Annuities
Does Changing 401(k) Plan Investments Help Employees?
Groups Urge Supreme Court Not to Undermine Value of Plan Disclosures
Pension Finance Update, August 2019
How Do Public Plans Value Their Assets?
Mixed Target Date Fund Investors: Is There a Method to the Madness? (PDF)
Arbitration Ruling Piques Sponsors' Interest
Top 20 Pension Funds' AUM Declines for First Time in Seven Years
The Beginning of the End for 401(k) Class Actions? Ninth Circuit Enforces Individual Arbitration
Ninth Circuit Overturns Precedent and Sends ERISA Claims to Individual Arbitration
Deep Dive Into the SEC's Investment Advice Rule Package (PDF)
[Opinion] Amicus Brief of Employer Organizations to Supreme Court in ERISA Statue of Limitations Case
Attorney Jerry Schlichter Rattles Fidelity in MIT 401(k) Lawsuit
Another TDF Targeted With Fiduciary Suit
[Opinion] The Business Roundtable's Statement of 'Balancing Needs' Demonstrates the Valid Counter to DOL's ESG Approach
Can the SEC and DOL Sing in Harmony?
[Opinion] PLR Permits Pre-Tax RIA Advisory Fees From Fee-Based Annuities
[Guidance Overview] Regulation Best Interest: The Focus on Costs, Part 1
Standard of Care for Rollover Advice
U.S. Single-Premium Pension Buy-Out Sales Surpass $4.7 Billion for the Second Consecutive Quarter
Pension World Reels From `Financial Vandalism' of Low Yields
[Opinion] Did the Business Roundtable Just Break a Fiduciary Oath?
Fiduciary Breaches: When Do Multiple Investment Options Become Too Many?
Federal Government Advocates Industry-Friendly Position in ESOP Stock Drop Supreme Court Case
Striking Down Decades-Old Precedent, Ninth Circuit Rules That ERISA Breach of Fiduciary Duty Claims May Be Arbitrated
Ninth Circuit Reverses Itself and Finds That at Least Some ERISA Claims Can Be Compelled to Arbitration
What Is Cash Flow Duration and What Can It Tell Us About Actuarial Liabilities?
Ninth Circuit Ruling Opens Door to Use of Arbitration Clauses to Avoid ERISA Class Actions
[Opinion] Critics Claim Retirement Savers Aren't Behaving Rationally, But the Data Say They Are
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