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Employee Retirement Income Security Act - ERISA

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  1. Seeking Contract Clarity for 403(b) Decision-Makers

    If investment experts cannot identify all the actual costs and beneficial relationships in a 403(b) contract, how can decision-makers at school districts ever do so?

  2. UPDATE: A clearinghouse for small 401(k) accounts

    UPDATE: A clearinghouse for small 401(k) accounts

  3. A Closer Look at Fiduciary Status Under ERISA

    Get the details on plan sponsors as default fiduciaries and how ERISA fiduciary status is determined.

  4. Is There a "Mini-Me" ERISA Section 3(38) Investment Manager?

    There doesn't appear to be anything in ERISA that would allow a product provider to limit its fiduciary role to the fund level or platform level.

  5. Stadion Offers TDFs with ERISA 3(38) Protection

    Stadion Money Management, an asset manager based in Watkinsville, Ga., announced Tuesday that is offering ERISA 3(38) fiduciary management on its target-date funds.

  6. Three Steps Advisors Can Take for ERISA Compliance: Matrix Financial

    Matrix, a Broadridge Financial Solutions company, released a practice guide at the FSI conference outlining a three-step action plan advisors can take to ensure they’re complying with fiduciary standards under ERISA .

  7. New Hire Roundup: Beale, Kayajanian Join Security Benefit; DOL Picks New ERISA Council Members

    This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.

  8. The Different Flavors of ERISA Fiduciaries

    There's a big difference between an ERISA section 3(38) and an ERISA section 3(21) fiduciary.

  9. One Man's Story of the Origins of ERISA (Part 2)

    An insider describes how ERISA came to be.

  10. One Man's Story of the Origins of ERISA (Part 4)

    Jeffrey Mamorsky talks about the state of ERISA .

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