trendspotting PLANDADVISER November/December 2014

Trendspotting

Articles from the Trendspotting section of the magazine

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Data & Research

March 20th, 2025

A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

Products

January 14th, 2025

Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.

Deals & People

January 10th, 2025

Kaduson will report to Heather Lavallee, CEO of Voya Financial.

fiduciary fitness PLANDADVISER November/December 2014

When ERISA Applies to HSAs

ERISA pertains only when an employer is 'involved'

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Compliance

March 17th, 2025

The defendants claim the company breached its ERISA fiduciary duty by putting business interests ahead of the plan and its...

Compliance

February 6th, 2025

The brief is in support of Southern Co. Services, which is accused of using outdated assumptions when calculating retirees’ joint...

Compliance

February 3rd, 2025

According to Abernathy Daley 401k Consultants, more than 600,000 American companies could be at risk of fines, legal penalties and...