Tag: Defined benefit

AT&T Cleared in Cash Balance Suit

A federal judge in New Jersey has ruled that AT&T did not violate the Employee Retirement Income Security Act (ERISA) and the Age Discrimination in Employment Act (ADEA)...
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Winner’s Circle

Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!

Securities Class Actions on the Rise

The value and number of securities class-action settlements increased in 2009 from 2008, according to "Securities Class Action Settlements: 2009 Review and Analysis," an annual report by Cornerstone...
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403(b) aware

New 403(b) rules may offer opportunities for advisers to have a "client touch"

IMHO: Promises Premises

It was hard not to be struck this past week by that Pew Center on the States report titled “The Trillion Dollar Gap.”