Federal legislation to protect workers’ retirement savings was signed into law in 1974: the Employee Retirement Income Security Act, or ERISA. It's having a midlife crisis.
When it comes to credit card debt, your great aunt may want to budget in at least the minimum monthly payment to avoid going ...
The S&P 500 Large Cap Index was up 2.4% for the three-month period. The Russell 1000 Large Cap Growth Index produced a return of 7.1%, outperforming the Russell 1000 Large Cap Value Index return of -2 ...
The answer is no. But fewer Americans will be able to practice sustainable investing. For sustainable investors, these are ...
The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.
When it comes to ERISA ligation, even if at first you do succeed, you often have to try, try again. Certainly that’s been the case of the fiduciaries of the HP 401(k) plan, one of a number of national ...
The brief is in support of Southern Co. Services, which is accused of using outdated assumptions when calculating retirees’ joint and survivor annuity benefits.
How much proof of mismanagement or financial malfeasance do you need before you can legally accuse your retirement plan of ripping you off?
The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...
In another courtroom battle between the Department of Labor and the retirement industry, three big employer groups are ...
The letter signed by 22 Republican state finance officials cited American Airlines’ recent legal loss as evidence that ...
The class-action lawsuit, filed on behalf of 60,000 plan participants, alleges that the airline failed to replace a “chronically underperforming” large-cap fund holding more than $2 billion in ...
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