Search results for: SCO

The Department of Labor has backed an appeal by IBM retirees to reopen a lawsuit alleging the company used outdated mortality tables to determine the value of pension...

The GAO found numerous conflicts of interest and recommended the IRS work with the DOL to audit IRA fiduciaries.

A growing disparity exists between employee expectations and the salary and support companies plan to provide, according to a new survey and a hiring expert.

A consumer focus group run by Hearts & Wallets found increased interest for in-plan retirement income annuities—though often for ‘someone else.’

Passively managed assets in defined contribution retirement plans have increased their market share three years in a row, according to ISS Market Intelligence research.

The ruling shows the increased need to protect client data, as recordkeepers and others could face such fines due to a participant data breach.

The ban goes from preliminary to permanent in the latest ruling, but the FTC will likely appeal to the 5th Circuit.

An ERISA consultant and expert witness in 401(k) litigation details how advisers can best prepare for potential class action suits.

The nonprofit will use the funds to launch an initiative to enhance access to workplace financial benefits to low- and moderate- income workers.

The plaintiffs invested in BlackRock’s LifePath Index Funds get a rare win when compared to similar 401(k) complaint proceedings.

NewEdge Wealth grows RIA footprint; Summit Trail adds 10th advisory office to national network; Avantax brings on adviser with $60M in client assets.

World Investment Advisors hires CFO; The Standard hires Daniel Kretz as retirement plans VP for Maryland and D.C.; Mercer promotes Ben Kibbe to lead West region; and more.

SEI launches direct indexing investment strategies; small business retirement plan provider Ubiquity teams with bookkeeping firm Bench Accounting; Franklin Templeton adds equity SMA Models on Orion's Platforms; and...

A new complaint is filed and others are moved ahead involving Bank of America, Intuit and Qualcomm.

Equities bolstered corporate pension funds for the most part last month, offsetting a decline in discount rates.

The addition comes after Prime Pensions received PE backing from Lightyear Capital earlier this year.

Bluespring Wealth Partners acquires $1.35B Rodgers & Associates Wealth Advisers; Sentinel Advisory Group, with $300M in client assets, joins Commonwealth from Northwestern Mutual; Ameriprise adds $150M UBS adviser...