A federal appeals court has dismissed claims of a participant in Suntrust Bank’s 401(k) plan that the company engaged in “corporate self-dealing” at the expense of plan participants.
Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.
With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...
The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...
A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.
Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.
Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.
Current regulations and the current plan administration landscape make it more likely plan sponsors are complying with Employee Retirement Income Security Act (ERISA) Section 404(c).
The latest release of the Milliman Pension Funding Index, which tracks performance at the largest U.S. private pension plans, shows February brought moderate funded status improvements despite falling...
One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.
Recent court cases are not the first efforts to try to protect retirement assets for employees in plans that have been designated as “church” plans by the Internal...
At the annual PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, Jim McCarthy, head of workplace and investment solutions at Morgan Stanley, will be honored with the 2014 PLANADVISER Lifetime Achievement...