Sponsors May Soon See New Share Class Recommendations
They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the...
They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the...
Many of the recent legal challenges may appear similar on their face, but the underlying allegations can vary significantly in...
Though courts are supporting the DOL, actions from the Trump administration may mean those victories do not matter.
A direct order from President Trump regarding the fiduciary rule could be forthcoming imminently, and that is likely what it...
Early commentators warn anything is possible, but there may be some relief coming on the strict contract and recordkeeping requirements...
The text of the defeated complaint shows insurance providers are clearly worried about potential consequences of the DOL fiduciary rulemaking.
Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to...
The DOL and other regulators want to modernize the Form 5500—with guidance from the plan sponsor public.
Roughly 50% of LGBT employees are still unsure of the impact recent court decisions effectively striking down the Defense of...
The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for...
The final fiduciary rule is out, so what do you need to know? And, just as important, what can you...
Participants in a “church plan” say their employer improperly claimed the protected status, violating both ERISA and potentially the U.S....
It will be some time still before the fiduciary rule language is fully digested by retirement plan service providers, but...
The portability of lifetime income products has increased tremendously in recent years, leaving plan sponsors with a lot of outdated...
The California Secure Choice Retirement Savings Program is meant to provide a voluntary, low-risk, auto-enrollment retirement savings plan for many...