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Employee Retirement Income Security Act - ERISA

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  1. ERISA at 40: Feats, Faults and Fixes

    Jones Apparel Group JNY announced Thursday that it had received a $900 million offer for luxury retailer Barneys New York from Fast Retailing, a Japan-based apparel company. The bid trumps the $825 million proposal made by Dubai private-equity firm Istithmar on June 25. Should Jones choose to ...

  2. A Closer Look at a New Weapon in the Fiduciary Wars

    It just doesn't stand up to scrutiny, writes Scott Simon of Prudent Investor Advisors.

  3. 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.

  4. 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.

  5. 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 .

  6. 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.

  7. A Closer Look at Fiduciary Status Under ERISA

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

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

    Jeffrey Mamorsky talks about the state of ERISA .

  9. One Man's Story of the Origins of ERISA (Part 3)

    An insider describes how ERISA came to be.

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