feature PLANADVISER September/October 2016

Fiduciary Crunch Time

Retirement industry providers are preparing careful responses to the fiduciary rule

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Compliance

April 1st, 2025

Lawsuits Call Attention to ESOP Cash Holdings

Plan fiduciaries have been accused of failing to prudently invest cash held in employee stock ownership plan trusts in recent...

Compliance

March 26th, 2025

Wells Fargo Health Plan Lawsuit Dismissed

The judge argued that the allegations were too speculative to show concrete individual harm and too conjectural to show redressability.

Compliance

March 21st, 2025

Lockheed Martin Sued for In-House Management of 401(k) Plan

The lawsuit alleges that Lockheed Martin used underperforming target-date funds with high fees in its 401(k) plans for the company’s...

practice management PLANADVISER July/August 2016

The Right Pick

Improving your business by partnering with a TPA

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Practice Management

September 17th, 2024

More Than Half of Plan Advisers Expect to Use AI

Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying.

Products

October 11th, 2023

Adviser Product Partnerships – 10/11/23

PNC adviser platform to offer Transamerica annuities; 360 Financial partners with Rapacki + Co.; Acorns launches premium tier with GoHenry.

Products

April 26th, 2023

Adviser Product Partnerships

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.