Retirement benefits

The inflection point in a decision over whether to terminate pensions appears to be on the horizon.

The Top 5 things driving the sales process with most plan sponsors this year.

Although we are not lawyers, it’s helpful to have talking points you can go over with clients seeking information.

A district court found that a claim seeking restitution to the plan for losses incurred as a result of a breach of a fiduciary duty under ERISA has the right to a jury trial. This will be an important issue to follow as the creation of a right to a jury trial could fundamentally alter the nature of ERISA litigation.

Brings total under management to approximately $52 billion.

The Department of Labor is pushing back its timeframe for releasing a highly anticipated proposal for expanding fiduciary responsibilities for advisers who work with retirement plans.

Survey shows changes continued within the past year.

U.S. stocks rose, with the Dow Jones Industrial Average capping its best week since January, as disappointing economic data fueled bets that any Federal Reserve stimulus cuts this month would be moderate.

Not all plan sponsor responsibilities can be delegated away.

The California Public Employees’ Retirement System, the largest U.S. pension fund, invested in a new-home community two years after it reduced its involvement in similar projects following losses in the housing bust.

Funds designed to appeal to do-it-for-me investors.

The pension fund has shifted its focus to income-producing properties.

The percentage of employees that rate themselves as being financially secure has dropped since 2011.

Features include streamlined product menu, built-in fiduciary service, tools and support

Why it’s not a good development for your clients.

After three consecutive months of funded status improvement and a record 12 months of strong performance, the funded ratio retreats to 89.4%

Client service still focuses a great deal on relationships, but another key factor has also emerged.

Time Warner Inc. yesterday said it would steer retired workers toward a privately run exchange, days after a similar announcement by International Business Machines Corp.

Why it could affect their plan participants.

Definition of “reasonable” is a central focus of IRS audits.